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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,381 | $124,980-46.1% | $108,359-37.8% | $154,746-56.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 19.86% | 45.00%-25.1pp | 36.89%-17.0pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,629 | $2,851-7.8% | $2,399+9.6% | $4,379-40.0% |
| Participant deferral / active EE | $11,477 | $4,743+142.0% | $4,137+177.4% | $6,730+70.5% |
| Admin fee / account holder | $24 | $11,502-99.8% | $9,741-99.8% | $14,365-99.8% |