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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,059 | $84,236-29.9% | $170,435-65.3% | $70,126-15.8% |
| Participation rate | 70.7% | 70.8%-0.1pp | 83.6%-12.9pp | 69.5%+1.2pp |
| Annual return | 15.69% | 23.06%-7.4pp | 205.94%-190.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $2,152 | $3,387-36.5% | $5,432-60.4% | $2,343-8.1% |
| Participant deferral / active EE | $3,593 | $3,086+16.4% | $4,939-27.3% | $3,332+7.8% |
| Admin fee / account holder | $170 | $5,698-97.0% | $13,881-98.8% | $4,645-96.4% |