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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,871 | $84,236-9.9% | $170,435-55.5% | $70,126+8.2% |
| Participation rate | 87.9% | 70.8%+17.0pp | 83.6%+4.3pp | 69.5%+18.3pp |
| Annual return | 19.69% | 23.06%-3.4pp | 205.94%-186.3pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,920 | $3,387-43.3% | $5,432-64.7% | $2,343-18.0% |
| Participant deferral / active EE | $4,307 | $3,086+39.6% | $4,939-12.8% | $3,332+29.3% |
| Admin fee / account holder | $299 | $5,698-94.7% | $13,881-97.8% | $4,645-93.6% |