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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,351 | $124,980-46.1% | $108,359-37.8% | $154,746-56.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 19.57% | 45.00%-25.4pp | 36.89%-17.3pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,162 | $2,851-24.1% | $2,399-9.9% | $4,379-50.6% |
| Participant deferral / active EE | $9,279 | $4,743+95.6% | $4,137+124.3% | $6,730+37.9% |
| Admin fee / account holder | $20 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |