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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,967 | $91,559-37.8% | $133,978-57.5% | $79,856-28.7% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.5pp | 69.6%+3.7pp |
| Annual return | 28.63% | 61.85%-33.2pp | 45.10%-16.5pp | 31.71%-3.1pp |
| Employer contribution / active EE | $1,644 | $2,384-31.0% | $3,919-58.0% | $2,471-33.5% |
| Participant deferral / active EE | $4,222 | $3,734+13.1% | $5,047-16.4% | $3,741+12.9% |
| Admin fee / account holder | $91 | $6,321-98.6% | $8,930-99.0% | $5,306-98.3% |