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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,317 | $63,365+11.0% | $91,994-23.6% | $72,975-3.6% |
| Participation rate | 84.0% | 72.5%+11.5pp | 78.6%+5.4pp | 69.5%+14.5pp |
| Annual return | 20.13% | 35.35%-15.2pp | 69.04%-48.9pp | 81.01%-60.9pp |
| Employer contribution / active EE | $4,996 | $2,116+136.1% | $3,453+44.7% | $2,440+104.7% |
| Participant deferral / active EE | $4,522 | $4,883-7.4% | $5,924-23.7% | $3,608+25.3% |
| Admin fee / account holder | $98 | $4,670-97.9% | $7,744-98.7% | $5,124-98.1% |