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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,039 | $89,364-19.4% | $141,177-49.0% | $72,983-1.3% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 24.22% | 111.86%-87.6pp | 71.40%-47.2pp | 81.01%-56.8pp |
| Employer contribution / active EE | $4,280 | $3,115+37.4% | $4,736-9.6% | $2,440+75.4% |
| Participant deferral / active EE | $6,447 | $5,419+19.0% | $6,710-3.9% | $3,608+78.7% |
| Admin fee / account holder | $133 | $5,959-97.8% | $10,263-98.7% | $5,124-97.4% |