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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,398 | $76,551-27.6% | $123,894-55.3% | $62,881-11.9% |
| Participation rate | 97.3% | 73.0%+24.3pp | 81.4%+15.9pp | 69.3%+28.0pp |
| Annual return | 19.73% | 18.68%+1.1pp | 47.52%-27.8pp | 20.14%-0.4pp |
| Employer contribution / active EE | $5,734 | $2,882+98.9% | $4,617+24.2% | $2,281+151.4% |
| Participant deferral / active EE | $6,043 | $4,840+24.9% | $5,984+1.0% | $3,203+88.7% |
| Admin fee / account holder | $19 | $4,826-99.6% | $8,357-99.8% | $4,296-99.6% |