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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,819 | $61,172+9.2% | $185,851-64.0% | $79,389-15.8% |
| Participation rate | 99.3% | 66.6%+32.7pp | 81.7%+17.6pp | 70.7%+28.6pp |
| Annual return | 14.68% | 19.45%-4.8pp | 122.11%-107.4pp | 116.89%-102.2pp |
| Employer contribution / active EE | $6,354 | $2,321+173.8% | $5,168+22.9% | $2,428+161.7% |
| Participant deferral / active EE | $4,727 | $2,788+69.6% | $5,569-15.1% | $4,046+16.8% |
| Admin fee / account holder | $201 | $710-71.7% | $16,245-98.8% | $626-68.0% |