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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,729 | $58,848+20.2% | $88,179-19.8% | $82,637-14.4% |
| Participation rate | 75.0% | 57.9%+17.1pp | 69.1%+5.9pp | 68.1%+6.9pp |
| Annual return | 13.60% | 22.76%-9.2pp | 64.97%-51.4pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,329 | $1,678-20.8% | $2,549-47.9% | $2,552-47.9% |
| Participant deferral / active EE | $2,970 | $3,124-4.9% | $4,614-35.6% | $4,126-28.0% |
| Admin fee / account holder | $24 | $4,795-99.5% | $7,673-99.7% | $7,339-99.7% |