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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,763 | $177,156-58.4% | $147,027-49.8% | $154,746-52.3% |
| Participation rate | 92.9% | 79.4%+13.5pp | 73.7%+19.1pp | 80.7%+12.2pp |
| Annual return | 17.53% | 21.94%-4.4pp | 20.23%-2.7pp | 172.34%-154.8pp |
| Employer contribution / active EE | $961 | $4,336-77.8% | $3,626-73.5% | $4,379-78.1% |
| Participant deferral / active EE | $1,576 | $5,797-72.8% | $4,933-68.0% | $6,730-76.6% |
| Admin fee / account holder | $77 | $14,904-99.5% | $12,223-99.4% | $14,365-99.5% |