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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,945 | $67,602-2.5% | $82,312-19.9% | $70,126-6.0% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 16.96% | 21.57%-4.6pp | 25.88%-8.9pp | 73.15%-56.2pp |
| Employer contribution / active EE | $7,702 | $1,755+338.9% | $2,428+217.2% | $2,343+228.8% |
| Participant deferral / active EE | $5,651 | $2,987+89.2% | $3,706+52.5% | $3,332+69.6% |
| Admin fee / account holder | $133 | $4,512-97.1% | $5,608-97.6% | $4,645-97.1% |