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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,274 | $109,359-34.8% | $162,185-56.1% | $72,976-2.3% |
| Participation rate | 86.2% | 84.3%+2.0pp | 87.6%-1.3pp | 69.5%+16.7pp |
| Annual return | 31.18% | 25.46%+5.7pp | 115.61%-84.4pp | 81.02%-49.8pp |
| Employer contribution / active EE | $1,567 | $3,907-59.9% | $5,613-72.1% | $2,440-35.8% |
| Participant deferral / active EE | $4,050 | $5,481-26.1% | $7,297-44.5% | $3,608+12.3% |
| Admin fee / account holder | $196 | $7,972-97.5% | $10,844-98.2% | $5,124-96.2% |