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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,848 | $107,733-41.7% | $92,985-32.4% | $154,746-59.4% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 18.83% | 30.39%-11.6pp | 27.99%-9.2pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,753 | $3,126-43.9% | $2,662-34.2% | $4,379-60.0% |
| Participant deferral / active EE | $9,504 | $5,053+88.1% | $4,377+117.2% | $6,730+41.2% |
| Admin fee / account holder | $20 | $11,369-99.8% | $9,463-99.8% | $14,365-99.9% |