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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,157 | $81,233-19.8% | $155,567-58.1% | $80,874-19.4% |
| Participation rate | 72.4% | 66.2%+6.2pp | 78.2%-5.8pp | 67.6%+4.8pp |
| Annual return | 20.12% | 33.33%-13.2pp | 64.74%-44.6pp | 35.62%-15.5pp |
| Employer contribution / active EE | $1,798 | $3,101-42.0% | $4,674-61.5% | $2,756-34.8% |
| Participant deferral / active EE | $5,044 | $3,452+46.1% | $5,628-10.4% | $4,297+17.4% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |