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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,786 | $65,034+13.5% | $90,970-18.9% | $79,856-7.6% |
| Participation rate | 82.4% | 61.6%+20.7pp | 69.0%+13.3pp | 69.6%+12.7pp |
| Annual return | 22.92% | 30.45%-7.5pp | 134.60%-111.7pp | 31.71%-8.8pp |
| Employer contribution / active EE | $1,344 | $1,247+7.7% | $2,122-36.7% | $2,471-45.6% |
| Participant deferral / active EE | $4,623 | $2,512+84.0% | $3,373+37.1% | $3,741+23.6% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |