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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,809 | $73,978-13.7% | $96,515-33.9% | $75,173-15.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.68% | 26.72%-12.0pp | 35.73%-21.0pp | 160.72%-146.0pp |
| Employer contribution / active EE | $6,634 | $2,931+126.4% | $3,740+77.4% | $2,671+148.4% |
| Participant deferral / active EE | $5,610 | $3,660+53.3% | $4,880+15.0% | $4,126+36.0% |
| Admin fee / account holder | $154 | $5,219-97.0% | $6,735-97.7% | $5,651-97.3% |