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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,694 | $94,439-16.7% | $73,658+6.8% | $154,746-49.1% |
| Participation rate | 71.4% | 64.7%+6.8pp | 57.0%+14.4pp | 80.7%-9.3pp |
| Annual return | 18.67% | 28.25%-9.6pp | 29.72%-11.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,012 | $1,257-19.5% | $1,032-2.0% | $4,379-76.9% |
| Participant deferral / active EE | $1,963 | $2,527-22.3% | $2,062-4.8% | $6,730-70.8% |
| Admin fee / account holder | $40 | $3,843-99.0% | $3,357-98.8% | $14,365-99.7% |