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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,033 | $76,407-21.4% | $150,298-60.1% | $82,448-27.2% |
| Participation rate | 92.3% | 66.4%+25.9pp | 77.8%+14.5pp | 68.1%+24.2pp |
| Annual return | 15.37% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $4,131 | $2,614+58.0% | $4,154-0.5% | $2,551+62.0% |
| Participant deferral / active EE | $8,161 | $3,214+153.9% | $5,453+49.7% | $4,139+97.2% |
| Admin fee / account holder | $62 | $6,352-99.0% | $14,116-99.6% | $7,234-99.1% |