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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,928 | $115,225-39.3% | $100,712-30.6% | $138,895-49.7% |
| Participation rate | 90.9% | 74.3%+16.6pp | 69.3%+21.6pp | 79.9%+11.0pp |
| Annual return | 18.83% | 40.35%-21.5pp | 33.27%-14.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $3,086 | $2,771+11.4% | $2,313+33.4% | $4,194-26.4% |
| Participant deferral / active EE | $5,646 | $4,699+20.2% | $4,085+38.2% | $6,396-11.7% |
| Admin fee / account holder | $171 | $10,844-98.4% | $9,256-98.1% | $12,562-98.6% |