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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,678 | $69,977+5.3% | $108,582-32.1% | $62,881+17.2% |
| Participation rate | 94.3% | 72.9%+21.4pp | 79.6%+14.8pp | 69.3%+25.0pp |
| Annual return | 6.63% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,875 | $2,135+81.5% | $3,758+3.1% | $2,281+69.9% |
| Participant deferral / active EE | $4,731 | $3,165+49.5% | $4,311+9.7% | $3,203+47.7% |
| Admin fee / account holder | $219 | $5,076-95.7% | $7,645-97.1% | $4,296-94.9% |