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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,572 | $86,298-33.3% | $111,308-48.3% | $85,847-32.9% |
| Participation rate | 74.1% | 73.3%+0.8pp | 77.3%-3.2pp | 69.3%+4.8pp |
| Annual return | 24.73% | 19.99%+4.7pp | 54.67%-29.9pp | 318.61%-293.9pp |
| Employer contribution / active EE | $1,711 | $2,044-16.3% | $2,732-37.4% | $2,565-33.3% |
| Participant deferral / active EE | $3,754 | $3,641+3.1% | $4,487-16.3% | $3,952-5.0% |
| Admin fee / account holder | $15 | $8,189-99.8% | $7,965-99.8% | $6,261-99.8% |