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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,482 | $87,733-26.5% | $106,555-39.5% | $85,847-24.9% |
| Participation rate | 77.1% | 71.9%+5.2pp | 76.1%+1.0pp | 69.3%+7.8pp |
| Annual return | 42.22% | 21.86%+20.4pp | 26.80%+15.4pp | 318.61%-276.4pp |
| Employer contribution / active EE | $1,554 | $2,073-25.0% | $2,819-44.9% | $2,565-39.4% |
| Participant deferral / active EE | $2,446 | $3,469-29.5% | $4,399-44.4% | $3,952-38.1% |
| Admin fee / account holder | $269 | $6,767-96.0% | $7,408-96.4% | $6,261-95.7% |