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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,583 | $80,992-22.7% | $96,534-35.2% | $75,173-16.7% |
| Participation rate | 94.1% | 71.8%+22.3pp | 76.0%+18.1pp | 67.2%+26.9pp |
| Annual return | 20.01% | 27.05%-7.0pp | 25.88%-5.9pp | 160.72%-140.7pp |
| Employer contribution / active EE | $3,854 | $2,283+68.9% | $2,965+30.0% | $2,671+44.3% |
| Participant deferral / active EE | $4,245 | $3,929+8.0% | $4,851-12.5% | $4,126+2.9% |
| Admin fee / account holder | $298 | $6,717-95.6% | $8,253-96.4% | $5,651-94.7% |