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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,419 | $124,980-43.7% | $108,359-35.0% | $154,746-54.5% |
| Participation rate | 77.8% | 75.2%+2.6pp | 70.1%+7.7pp | 80.7%-2.9pp |
| Annual return | 19.05% | 45.00%-25.9pp | 36.89%-17.8pp | 172.34%-153.3pp |
| Employer contribution / active EE | $2,201 | $2,851-22.8% | $2,399-8.3% | $4,379-49.7% |
| Participant deferral / active EE | $4,622 | $4,743-2.5% | $4,137+11.7% | $6,730-31.3% |
| Admin fee / account holder | $5 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |