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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,419 | $112,729-37.5% | $98,716-28.7% | $137,256-48.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 19.05% | 38.48%-19.4pp | 31.81%-12.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,201 | $2,725-19.2% | $2,279-3.4% | $4,156-47.0% |
| Participant deferral / active EE | $4,622 | $4,640-0.4% | $4,048+14.2% | $6,407-27.9% |
| Admin fee / account holder | $5 | $10,129-100.0% | $8,703-99.9% | $12,270-100.0% |