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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,799 | $165,381-56.0% | $149,730-51.4% | $158,966-54.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 18.25% | 348.29%-330.0pp | 276.70%-258.5pp | 302.95%-284.7pp |
| Employer contribution / active EE | $3,274 | $5,104-35.8% | $4,645-29.5% | $4,762-31.2% |
| Participant deferral / active EE | $8,093 | $7,182+12.7% | $6,843+18.3% | $5,983+35.3% |
| Admin fee / account holder | $6 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |