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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,611 | $67,411+19.6% | $91,004-11.4% | $70,126+15.0% |
| Participation rate | 87.1% | 71.4%+15.7pp | 75.6%+11.5pp | 69.5%+17.6pp |
| Annual return | 20.97% | -40.16%+61.1pp | 4.60%+16.4pp | 73.15%-52.2pp |
| Employer contribution / active EE | $984 | $1,786-44.9% | $2,456-59.9% | $2,343-58.0% |
| Participant deferral / active EE | $4,723 | $2,823+67.3% | $3,548+33.1% | $3,332+41.8% |
| Admin fee / account holder | $207 | $4,236-95.1% | $5,417-96.2% | $4,645-95.5% |