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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,695 | $174,379-62.3% | $152,093-56.8% | $138,895-52.7% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 19.60% | 74.86%-55.3pp | 66.36%-46.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,663 | $4,652-64.2% | $4,175-60.2% | $4,194-60.3% |
| Participant deferral / active EE | $4,531 | $6,159-26.4% | $5,451-16.9% | $6,396-29.2% |
| Admin fee / account holder | $299 | $16,880-98.2% | $14,497-97.9% | $12,562-97.6% |