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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,192 | $48,078+48.1% | $78,676-9.5% | $62,881+13.2% |
| Participation rate | 93.1% | 65.2%+27.9pp | 73.6%+19.5pp | 69.3%+23.8pp |
| Annual return | 5.05% | 31.36%-26.3pp | 62.19%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $920 | $2,015-54.3% | $2,850-67.7% | $2,281-59.7% |
| Participant deferral / active EE | $2,301 | $2,587-11.0% | $3,517-34.6% | $3,203-28.1% |
| Admin fee / account holder | $140 | $3,206-95.6% | $4,510-96.9% | $4,296-96.7% |