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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,174 | $67,606-8.0% | $82,313-24.5% | $70,131-11.3% |
| Participation rate | 87.9% | 72.8%+15.1pp | 76.9%+11.0pp | 69.5%+18.3pp |
| Annual return | 45.82% | 21.57%+24.3pp | 25.88%+19.9pp | 73.14%-27.3pp |
| Employer contribution / active EE | $2,351 | $1,755+33.9% | $2,428-3.2% | $2,342+0.3% |
| Participant deferral / active EE | $5,170 | $2,987+73.1% | $3,706+39.5% | $3,332+55.2% |
| Admin fee / account holder | $185 | $4,512-95.9% | $5,608-96.7% | $4,645-96.0% |