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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,941 | $109,359-31.5% | $162,177-53.8% | $72,975+2.7% |
| Participation rate | 75.5% | 84.3%-8.7pp | 87.6%-12.0pp | 69.5%+6.0pp |
| Annual return | 31.60% | 25.46%+6.1pp | 115.60%-84.0pp | 81.01%-49.4pp |
| Employer contribution / active EE | $1,891 | $3,907-51.6% | $5,613-66.3% | $2,440-22.5% |
| Participant deferral / active EE | $3,891 | $5,481-29.0% | $7,297-46.7% | $3,608+7.9% |
| Admin fee / account holder | $48 | $7,972-99.4% | $10,843-99.6% | $5,124-99.1% |