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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,778 | $109,359-43.5% | $162,171-61.9% | $72,983-15.4% |
| Participation rate | 94.4% | 84.3%+10.2pp | 87.6%+6.9pp | 69.5%+25.0pp |
| Annual return | 25.86% | 25.46%+0.4pp | 115.60%-89.7pp | 81.01%-55.1pp |
| Employer contribution / active EE | $3,003 | $3,907-23.1% | $5,613-46.5% | $2,440+23.1% |
| Participant deferral / active EE | $3,624 | $5,481-33.9% | $7,297-50.3% | $3,608+0.5% |
| Admin fee / account holder | $257 | $7,972-96.8% | $10,843-97.6% | $5,124-95.0% |