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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,370 | $73,978-19.7% | $96,515-38.5% | $75,173-21.0% |
| Participation rate | 86.8% | 66.4%+20.4pp | 74.3%+12.5pp | 67.2%+19.6pp |
| Annual return | 17.68% | 26.72%-9.0pp | 35.73%-18.0pp | 160.72%-143.0pp |
| Employer contribution / active EE | $3,092 | $2,931+5.5% | $3,740-17.3% | $2,671+15.8% |
| Participant deferral / active EE | $6,072 | $3,660+65.9% | $4,880+24.4% | $4,126+47.2% |
| Admin fee / account holder | $48 | $5,219-99.1% | $6,735-99.3% | $5,651-99.2% |