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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,821 | $77,920-4.0% | $149,723-50.0% | $75,177-0.5% |
| Participation rate | 81.5% | 65.6%+15.9pp | 78.8%+2.7pp | 67.2%+14.3pp |
| Annual return | 16.45% | 31.72%-15.3pp | 134.50%-118.1pp | 160.75%-144.3pp |
| Employer contribution / active EE | $3,121 | $3,138-0.5% | $4,821-35.3% | $2,671+16.9% |
| Participant deferral / active EE | $7,805 | $3,411+128.8% | $5,682+37.3% | $4,126+89.1% |
| Admin fee / account holder | $1 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |