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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,696 | $81,331-20.5% | $155,534-58.4% | $80,935-20.1% |
| Participation rate | 93.1% | 66.3%+26.9pp | 78.2%+14.9pp | 67.7%+25.4pp |
| Annual return | 17.19% | 33.37%-16.2pp | 64.92%-47.7pp | 35.66%-18.5pp |
| Employer contribution / active EE | $4,262 | $3,105+37.3% | $4,675-8.8% | $2,757+54.6% |
| Participant deferral / active EE | $3,911 | $3,454+13.2% | $5,630-30.5% | $4,299-9.0% |
| Admin fee / account holder | $102 | $7,999-98.7% | $15,900-99.4% | $6,924-98.5% |