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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,767 | $57,590+28.1% | $86,233-14.5% | $82,448-10.5% |
| Participation rate | 80.0% | 57.9%+22.1pp | 69.0%+11.0pp | 68.1%+11.9pp |
| Annual return | 27.73% | 22.41%+5.3pp | 61.39%-33.7pp | 41.64%-13.9pp |
| Employer contribution / active EE | $1,062 | $1,655-35.8% | $2,504-57.6% | $2,551-58.4% |
| Participant deferral / active EE | $1,872 | $3,080-39.2% | $4,559-58.9% | $4,139-54.8% |
| Admin fee / account holder | $182 | $4,730-96.1% | $8,342-97.8% | $7,234-97.5% |