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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,359 | $105,929-31.7% | $81,716-11.5% | $158,966-54.5% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.0%+9.8pp | 82.0%-0.1pp |
| Annual return | 12.47% | 38.19%-25.7pp | 29.49%-17.0pp | 302.95%-290.5pp |
| Employer contribution / active EE | $1,526 | $7,802-80.4% | $4,310-64.6% | $4,762-68.0% |
| Participant deferral / active EE | $5,896 | $13,007-54.7% | $7,108-17.0% | $5,983-1.5% |
| Admin fee / account holder | $68 | $8,492-99.2% | $5,159-98.7% | $11,250-99.4% |