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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,858 | $107,666-34.2% | $102,184-30.7% | $154,746-54.2% |
| Participation rate | 71.4% | 83.7%-12.3pp | 82.6%-11.2pp | 80.7%-9.3pp |
| Annual return | 45.73% | 29.33%+16.4pp | 31.58%+14.2pp | 172.34%-126.6pp |
| Employer contribution / active EE | $3,416 | $3,846-11.2% | $3,594-4.9% | $4,379-22.0% |
| Participant deferral / active EE | $6,108 | $8,719-29.9% | $8,309-26.5% | $6,730-9.2% |
| Admin fee / account holder | $143 | $12,943-98.9% | $11,609-98.8% | $14,365-99.0% |