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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,696 | $81,233-20.4% | $155,567-58.4% | $80,874-20.0% |
| Participation rate | 93.1% | 66.2%+26.9pp | 78.2%+14.9pp | 67.6%+25.5pp |
| Annual return | 17.19% | 33.33%-16.1pp | 64.74%-47.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $4,262 | $3,101+37.4% | $4,674-8.8% | $2,756+54.7% |
| Participant deferral / active EE | $3,911 | $3,452+13.3% | $5,628-30.5% | $4,297-9.0% |
| Admin fee / account holder | $102 | $7,998-98.7% | $15,916-99.4% | $6,935-98.5% |