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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,629 | $81,233-19.2% | $155,567-57.8% | $80,874-18.9% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 11.26% | 33.33%-22.1pp | 64.74%-53.5pp | 35.62%-24.4pp |
| Employer contribution / active EE | $3,302 | $3,101+6.5% | $4,674-29.4% | $2,756+19.8% |
| Participant deferral / active EE | $3,095 | $3,452-10.3% | $5,628-45.0% | $4,297-28.0% |
| Admin fee / account holder | $5 | $7,998-99.9% | $15,916-100.0% | $6,935-99.9% |