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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,077 | $62,672+15.0% | $185,117-61.1% | $70,126+2.8% |
| Participation rate | 75.0% | 63.8%+11.2pp | 77.3%-2.3pp | 69.5%+5.5pp |
| Annual return | 17.40% | 40.79%-23.4pp | 40.50%-23.1pp | 73.15%-55.7pp |
| Employer contribution / active EE | $3,919 | $1,753+123.5% | $4,182-6.3% | $2,343+67.3% |
| Participant deferral / active EE | $7,559 | $3,272+131.1% | $5,045+49.8% | $3,332+126.9% |
| Admin fee / account holder | $178 | $3,932-95.5% | $8,159-97.8% | $4,645-96.2% |