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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,878 | $76,551-20.5% | $123,894-50.9% | $62,881-3.2% |
| Participation rate | 78.1% | 73.0%+5.1pp | 81.4%-3.3pp | 69.3%+8.8pp |
| Annual return | 39.50% | 18.68%+20.8pp | 47.52%-8.0pp | 20.14%+19.4pp |
| Employer contribution / active EE | $1,699 | $2,882-41.0% | $4,617-63.2% | $2,281-25.5% |
| Participant deferral / active EE | $2,860 | $4,840-40.9% | $5,984-52.2% | $3,203-10.7% |
| Admin fee / account holder | $20 | $4,826-99.6% | $8,357-99.8% | $4,296-99.5% |