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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,406 | $93,346-33.1% | $71,796-13.1% | $273,972-77.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 9.06% | 130.39%-121.3pp | 78.04%-69.0pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,939 | $2,733-29.1% | $1,924+0.8% | $4,869-60.2% |
| Participant deferral / active EE | $3,981 | $3,475+14.6% | $2,794+42.5% | $5,287-24.7% |
| Admin fee / account holder | $181 | $6,571-97.2% | $4,815-96.2% | $10,133-98.2% |