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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,798 | $103,949-21.3% | $69,182+18.2% | $273,972-70.1% |
| Participation rate | 85.7% | 67.4%+18.4pp | 55.1%+30.6pp | 83.0%+2.7pp |
| Annual return | 5.44% | 35.28%-29.8pp | -21.93%+27.4pp | 41.46%-36.0pp |
| Employer contribution / active EE | $8,445 | $1,783+373.6% | $1,206+600.1% | $4,869+73.5% |
| Participant deferral / active EE | $7,891 | $2,716+190.5% | $1,897+316.0% | $5,287+49.3% |
| Admin fee / account holder | $230 | $3,671-93.7% | $2,697-91.5% | $10,133-97.7% |