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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,828 | $67,602-45.5% | $82,312-55.3% | $70,126-47.5% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 76.76% | 21.57%+55.2pp | 25.88%+50.9pp | 73.15%+3.6pp |
| Employer contribution / active EE | $2,068 | $1,755+17.9% | $2,428-14.8% | $2,343-11.7% |
| Participant deferral / active EE | $1,485 | $2,987-50.3% | $3,706-59.9% | $3,332-55.4% |
| Admin fee / account holder | $182 | $4,512-96.0% | $5,608-96.7% | $4,645-96.1% |