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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,818 | $55,684+14.6% | $75,900-15.9% | $72,976-12.5% |
| Participation rate | 94.6% | 61.1%+33.5pp | 69.3%+25.3pp | 69.5%+25.1pp |
| Annual return | 20.63% | 27.60%-7.0pp | 30.73%-10.1pp | 81.02%-60.4pp |
| Employer contribution / active EE | $6,033 | $1,687+257.6% | $2,501+141.2% | $2,440+147.2% |
| Participant deferral / active EE | $5,057 | $2,634+92.0% | $3,604+40.3% | $3,608+40.2% |
| Admin fee / account holder | $235 | $3,981-94.1% | $5,421-95.7% | $5,124-95.4% |