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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,975 | $90,486-23.8% | $78,676-12.3% | $273,972-74.8% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 22.33% | 75.62%-53.3pp | 62.19%-39.9pp | 41.46%-19.1pp |
| Employer contribution / active EE | $4,216 | $3,175+32.8% | $2,850+47.9% | $4,869-13.4% |
| Participant deferral / active EE | $3,986 | $3,901+2.2% | $3,517+13.3% | $5,287-24.6% |
| Admin fee / account holder | $274 | $5,263-94.8% | $4,510-93.9% | $10,133-97.3% |