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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,771 | $48,337+40.2% | $67,560+0.3% | $80,959-16.3% |
| Participation rate | 74.3% | 66.4%+7.9pp | 72.9%+1.4pp | 67.7%+6.7pp |
| Annual return | 14.22% | 18.26%-4.0pp | 3533.50%-3519.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,631 | $2,023-19.4% | $2,737-40.4% | $2,757-40.9% |
| Participant deferral / active EE | $2,377 | $2,928-18.8% | $4,004-40.6% | $4,300-44.7% |
| Admin fee / account holder | $1 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |