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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,286 | $72,177+9.8% | $115,038-31.1% | $59,633+33.0% |
| Participation rate | 86.6% | 72.6%+14.0pp | 81.4%+5.2pp | 68.7%+17.9pp |
| Annual return | 4.04% | 12.02%-8.0pp | 26.14%-22.1pp | 2041.45%-2037.4pp |
| Employer contribution / active EE | $4,512 | $2,841+58.8% | $4,608-2.1% | $2,203+104.8% |
| Participant deferral / active EE | $8,008 | $4,783+67.4% | $6,026+32.9% | $3,192+150.9% |
| Admin fee / account holder | $2 | $4,927-100.0% | $8,175-100.0% | $4,297-99.9% |