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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,669 | $84,236-7.8% | $170,435-54.4% | $70,126+10.8% |
| Participation rate | 76.2% | 70.8%+5.4pp | 83.6%-7.4pp | 69.5%+6.7pp |
| Annual return | 15.93% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,912 | $3,387-43.6% | $5,432-64.8% | $2,343-18.4% |
| Participant deferral / active EE | $5,575 | $3,086+80.7% | $4,939+12.9% | $3,332+67.3% |
| Admin fee / account holder | $110 | $5,698-98.1% | $13,881-99.2% | $4,645-97.6% |