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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,062 | $87,546-8.5% | $75,784+5.6% | $125,389-36.1% |
| Participation rate | 93.8% | 80.2%+13.6pp | 75.8%+17.9pp | 83.2%+10.6pp |
| Annual return | 16.13% | 13.49%+2.6pp | 9.68%+6.5pp | 282.24%-266.1pp |
| Employer contribution / active EE | $3,222 | $3,930-18.0% | $3,323-3.1% | $4,866-33.8% |
| Participant deferral / active EE | $8,662 | $4,230+104.8% | $3,652+137.2% | $5,352+61.9% |
| Admin fee / account holder | -$43 | $6,503-100.7% | $5,300-100.8% | $9,541-100.4% |