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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,489 | $91,680-24.2% | $67,524+2.9% | $77,692-10.6% |
| Participation rate | 99.7% | 76.0%+23.7pp | 72.9%+26.8pp | 70.6%+29.1pp |
| Annual return | 15.76% | 14.87%+0.9pp | 3519.41%-3503.6pp | 31.25%-15.5pp |
| Employer contribution / active EE | $4,106 | $3,186+28.9% | $2,734+50.2% | $2,726+50.6% |
| Participant deferral / active EE | $3,049 | $3,909-22.0% | $4,001-23.8% | $4,648-34.4% |
| Admin fee / account holder | $5 | $176-97.3% | $4,001-99.9% | $431-98.9% |