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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,907 | $100,272-41.3% | $170,043-65.4% | $74,460-20.9% |
| Participation rate | 73.3% | 87.4%-14.1pp | 87.0%-13.7pp | 70.7%+2.5pp |
| Annual return | 20.62% | 66.12%-45.5pp | 53.40%-32.8pp | 34.38%-13.8pp |
| Employer contribution / active EE | $3,264 | $4,266-23.5% | $6,790-51.9% | $2,638+23.7% |
| Participant deferral / active EE | $5,340 | $7,147-25.3% | $10,410-48.7% | $4,530+17.9% |
| Admin fee / account holder | $19 | $235-92.0% | $12,824-99.9% | $348-94.6% |