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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,739 | $93,598-27.6% | $135,974-50.2% | $75,173-9.9% |
| Participation rate | 74.5% | 75.2%-0.7pp | 81.9%-7.4pp | 67.2%+7.3pp |
| Annual return | 22.97% | 30.89%-7.9pp | 68.30%-45.3pp | 160.72%-137.7pp |
| Employer contribution / active EE | $2,363 | $3,538-33.2% | $4,859-51.4% | $2,671-11.5% |
| Participant deferral / active EE | $6,658 | $6,405+3.9% | $7,760-14.2% | $4,126+61.4% |
| Admin fee / account holder | $56 | $6,978-99.2% | $10,767-99.5% | $5,651-99.0% |