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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,695 | $58,851+1.4% | $115,167-48.2% | $72,976-18.2% |
| Participation rate | 97.4% | 65.5%+31.9pp | 75.9%+21.5pp | 69.5%+27.9pp |
| Annual return | 25.34% | 23.16%+2.2pp | 35.60%-10.3pp | 81.02%-55.7pp |
| Employer contribution / active EE | $5,936 | $1,798+230.1% | $3,179+86.7% | $2,440+143.3% |
| Participant deferral / active EE | $6,428 | $2,643+143.3% | $4,169+54.2% | $3,608+78.2% |
| Admin fee / account holder | $125 | $6,370-98.0% | $7,089-98.2% | $5,124-97.6% |