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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,446 | $62,672-3.6% | $185,117-67.3% | $70,126-13.8% |
| Participation rate | 81.5% | 63.8%+17.7pp | 77.3%+4.2pp | 69.5%+11.9pp |
| Annual return | 18.86% | 40.79%-21.9pp | 40.50%-21.6pp | 73.15%-54.3pp |
| Employer contribution / active EE | $2,586 | $1,753+47.5% | $4,182-38.2% | $2,343+10.4% |
| Participant deferral / active EE | $5,311 | $3,272+62.4% | $5,045+5.3% | $3,332+59.4% |
| Admin fee / account holder | $235 | $3,932-94.0% | $8,159-97.1% | $4,645-94.9% |