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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,161 | $69,477-0.5% | $94,679-27.0% | $71,495-3.3% |
| Participation rate | 95.3% | 78.4%+16.9pp | 80.8%+14.5pp | 67.9%+27.4pp |
| Annual return | 25.55% | 29.66%-4.1pp | 156.75%-131.2pp | 28.85%-3.3pp |
| Employer contribution / active EE | $3,494 | $2,853+22.5% | $3,673-4.9% | $2,589+34.9% |
| Participant deferral / active EE | $9,925 | $7,345+35.1% | $7,417+33.8% | $4,291+131.3% |
| Admin fee / account holder | $72 | $1,210-94.1% | $7,233-99.0% | $1,588-95.5% |