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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,729 | $60,442+17.0% | $96,754-26.9% | $87,485-19.2% |
| Participation rate | 75.0% | 58.7%+16.3pp | 70.3%+4.7pp | 68.9%+6.1pp |
| Annual return | 13.60% | 21.97%-8.4pp | 82.04%-68.4pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,329 | $1,691-21.4% | $2,679-50.4% | $2,596-48.8% |
| Participant deferral / active EE | $2,970 | $3,280-9.5% | $4,758-37.6% | $4,274-30.5% |
| Admin fee / account holder | $24 | $5,069-99.5% | $8,905-99.7% | $7,775-99.7% |