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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,092 | $106,974-45.7% | $90,796-36.0% | $138,895-58.2% |
| Participation rate | 88.2% | 74.9%+13.4pp | 69.5%+18.7pp | 79.9%+8.3pp |
| Annual return | 25.89% | 20.10%+5.8pp | 19.29%+6.6pp | 145.39%-119.5pp |
| Employer contribution / active EE | $3,439 | $2,609+31.8% | $2,294+49.9% | $4,194-18.0% |
| Participant deferral / active EE | $7,487 | $4,455+68.1% | $3,822+95.9% | $6,396+17.0% |
| Admin fee / account holder | $3 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |