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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,516 | $65,364+7.9% | $92,909-24.1% | $72,975-3.4% |
| Participation rate | 75.8% | 68.3%+7.4pp | 76.0%-0.2pp | 69.5%+6.3pp |
| Annual return | 23.49% | 42.11%-18.6pp | 109.44%-85.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $3,345 | $2,594+28.9% | $3,653-8.4% | $2,440+37.1% |
| Participant deferral / active EE | $2,007 | $3,128-35.8% | $4,238-52.6% | $3,608-44.4% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |