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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,358 | $94,031-17.7% | $115,768-33.2% | $82,448-6.2% |
| Participation rate | 92.9% | 70.4%+22.4pp | 74.4%+18.5pp | 68.1%+24.8pp |
| Annual return | 14.84% | 20.61%-5.8pp | 100.46%-85.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $765 | $2,323-67.1% | $2,940-74.0% | $2,551-70.0% |
| Participant deferral / active EE | $3,823 | $3,972-3.7% | $4,917-22.2% | $4,139-7.6% |
| Admin fee / account holder | $80 | $10,249-99.2% | $12,439-99.4% | $7,234-98.9% |