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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,105 | $78,670-9.6% | $109,173-34.9% | $85,847-17.2% |
| Participation rate | 97.7% | 68.3%+29.4pp | 75.9%+21.8pp | 69.3%+28.4pp |
| Annual return | 11.68% | 25.09%-13.4pp | 25.75%-14.1pp | 318.61%-306.9pp |
| Employer contribution / active EE | $6,907 | $2,734+152.7% | $3,723+85.5% | $2,565+169.3% |
| Participant deferral / active EE | $3,850 | $3,467+11.0% | $4,654-17.3% | $3,952-2.6% |
| Admin fee / account holder | $158 | $5,469-97.1% | $6,755-97.7% | $6,261-97.5% |