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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,473 | $181,896-65.1% | $156,551-59.5% | $273,972-76.8% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 10.64% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $10,820 | $6,248+73.2% | $5,501+96.7% | $4,869+122.2% |
| Participant deferral / active EE | $8,259 | $5,550+48.8% | $4,871+69.6% | $5,287+56.2% |
| Admin fee / account holder | $60 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |