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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,028 | $89,370-30.6% | $141,197-56.1% | $72,976-15.0% |
| Participation rate | 76.9% | 75.1%+1.8pp | 82.5%-5.6pp | 69.5%+7.4pp |
| Annual return | 24.77% | 111.88%-87.1pp | 71.41%-46.6pp | 81.02%-56.2pp |
| Employer contribution / active EE | $1,970 | $3,115-36.8% | $4,736-58.4% | $2,440-19.3% |
| Participant deferral / active EE | $5,753 | $5,419+6.2% | $6,710-14.3% | $3,608+59.5% |
| Admin fee / account holder | $170 | $5,957-97.1% | $10,265-98.3% | $5,124-96.7% |