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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,823 | $84,236-27.8% | $170,435-64.3% | $70,126-13.3% |
| Participation rate | 79.5% | 70.8%+8.7pp | 83.6%-4.1pp | 69.5%+9.9pp |
| Annual return | 18.03% | 23.06%-5.0pp | 205.94%-187.9pp | 73.15%-55.1pp |
| Employer contribution / active EE | $2,422 | $3,387-28.5% | $5,432-55.4% | $2,343+3.4% |
| Participant deferral / active EE | $3,527 | $3,086+14.3% | $4,939-28.6% | $3,332+5.9% |
| Admin fee / account holder | $119 | $5,698-97.9% | $13,881-99.1% | $4,645-97.4% |