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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,038 | $97,289-34.2% | $92,805-31.0% | $155,188-58.7% |
| Participation rate | 85.7% | 84.2%+1.5pp | 83.5%+2.2pp | 80.8%+4.9pp |
| Annual return | 20.94% | 29.03%-8.1pp | 31.59%-10.6pp | 148.84%-127.9pp |
| Employer contribution / active EE | $4,208 | $3,632+15.9% | $3,424+22.9% | $4,248-0.9% |
| Participant deferral / active EE | $14,690 | $8,795+67.0% | $8,448+73.9% | $6,531+124.9% |
| Admin fee / account holder | $226 | $12,015-98.1% | $10,911-97.9% | $14,480-98.4% |