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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,269 | $88,707-28.7% | $74,184-14.7% | $273,972-76.9% |
| Participation rate | 95.5% | 79.4%+16.0pp | 76.6%+18.8pp | 83.0%+12.4pp |
| Annual return | 24.29% | 11.94%+12.3pp | 17.74%+6.5pp | 41.46%-17.2pp |
| Employer contribution / active EE | $5,032 | $3,159+59.3% | $2,370+112.3% | $4,869+3.4% |
| Participant deferral / active EE | $3,038 | $4,212-27.9% | $3,550-14.4% | $5,287-42.5% |
| Admin fee / account holder | $228 | $8,717-97.4% | $5,586-95.9% | $10,133-97.7% |