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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,183 | $78,425-13.1% | $95,956-28.9% | $79,858-14.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.50% | 19.37%-0.9pp | 91.63%-73.1pp | 31.72%-13.2pp |
| Employer contribution / active EE | $6,305 | $1,945+224.2% | $2,541+148.1% | $2,471+155.2% |
| Participant deferral / active EE | $3,946 | $3,440+14.7% | $4,167-5.3% | $3,740+5.5% |
| Admin fee / account holder | $92 | $5,622-98.4% | $6,797-98.6% | $5,306-98.3% |