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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,745 | $57,140+11.6% | $85,240-25.2% | $80,959-21.3% |
| Participation rate | 73.0% | 56.4%+16.6pp | 67.5%+5.4pp | 67.7%+5.3pp |
| Annual return | 17.04% | 21.71%-4.7pp | 66.75%-49.7pp | 35.67%-18.6pp |
| Employer contribution / active EE | $3,748 | $1,802+108.0% | $2,735+37.0% | $2,757+35.9% |
| Participant deferral / active EE | $8,312 | $3,115+166.8% | $4,527+83.6% | $4,300+93.3% |
| Admin fee / account holder | $15 | $4,992-99.7% | $6,165-99.8% | $6,925-99.8% |