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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,264 | $81,947-21.6% | $105,387-39.0% | $72,976-11.9% |
| Participation rate | 87.1% | 76.5%+10.6pp | 82.6%+4.5pp | 69.5%+17.6pp |
| Annual return | 21.28% | 42.90%-21.6pp | 26.82%-5.5pp | 81.02%-59.7pp |
| Employer contribution / active EE | $5,177 | $3,468+49.3% | $4,213+22.9% | $2,440+112.2% |
| Participant deferral / active EE | $4,191 | $4,494-6.7% | $5,502-23.8% | $3,608+16.2% |
| Admin fee / account holder | $96 | $6,258-98.5% | $6,559-98.5% | $5,124-98.1% |