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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,158 | $91,167-31.8% | $178,498-65.2% | $79,858-22.2% |
| Participation rate | 81.3% | 69.2%+12.0pp | 81.9%-0.7pp | 69.6%+11.6pp |
| Annual return | 19.75% | 24.19%-4.4pp | 151.09%-131.3pp | 31.72%-12.0pp |
| Employer contribution / active EE | $1,299 | $3,255-60.1% | $5,011-74.1% | $2,471-47.4% |
| Participant deferral / active EE | $3,359 | $3,236+3.8% | $5,202-35.4% | $3,740-10.2% |
| Admin fee / account holder | $274 | $6,747-95.9% | $13,985-98.0% | $5,306-94.8% |