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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,886 | $57,541+21.5% | $95,759-27.0% | $75,177-7.0% |
| Participation rate | 93.5% | 62.5%+31.0pp | 72.3%+21.3pp | 67.2%+26.3pp |
| Annual return | 19.17% | 34.93%-15.8pp | 28.42%-9.2pp | 160.75%-141.6pp |
| Employer contribution / active EE | $7,272 | $1,808+302.3% | $2,836+156.4% | $2,671+172.3% |
| Participant deferral / active EE | $6,682 | $3,074+117.4% | $4,244+57.5% | $4,126+61.9% |
| Admin fee / account holder | $91 | $4,099-97.8% | $5,678-98.4% | $5,651-98.4% |