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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,027 | $95,438-29.8% | $135,982-50.7% | $74,473-10.0% |
| Participation rate | 79.8% | 78.2%+1.5pp | 81.9%-2.2pp | 70.7%+9.0pp |
| Annual return | 17.70% | 32.61%-14.9pp | 68.32%-50.6pp | 34.36%-16.7pp |
| Employer contribution / active EE | $1,718 | $3,878-55.7% | $4,859-64.6% | $2,638-34.9% |
| Participant deferral / active EE | $5,564 | $7,790-28.6% | $7,760-28.3% | $4,530+22.8% |
| Admin fee / account holder | $9 | $259-96.7% | $10,767-99.9% | $347-97.5% |