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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,530 | $48,337+37.6% | $67,560-1.5% | $80,959-17.8% |
| Participation rate | 85.1% | 66.4%+18.7pp | 72.9%+12.2pp | 67.7%+17.5pp |
| Annual return | 13.21% | 18.26%-5.1pp | 3533.50%-3520.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $2,271 | $2,023+12.3% | $2,737-17.0% | $2,757-17.6% |
| Participant deferral / active EE | $4,129 | $2,928+41.0% | $4,004+3.1% | $4,300-4.0% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |