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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,712 | $70,486-11.0% | $100,535-37.6% | $79,856-21.5% |
| Participation rate | 92.6% | 73.6%+18.9pp | 79.4%+13.2pp | 69.6%+23.0pp |
| Annual return | 54.87% | 21.90%+33.0pp | 30.90%+24.0pp | 31.71%+23.2pp |
| Employer contribution / active EE | $4,481 | $2,165+107.0% | $3,419+31.1% | $2,471+81.3% |
| Participant deferral / active EE | $3,307 | $5,182-36.2% | $6,271-47.3% | $3,741-11.6% |
| Admin fee / account holder | $26 | $4,480-99.4% | $8,085-99.7% | $5,306-99.5% |