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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,618 | $118,496-47.2% | $98,461-36.4% | $139,466-55.1% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 20.98% | 18.96%+2.0pp | 21.17%-0.2pp | 373.66%-352.7pp |
| Employer contribution / active EE | $3,807 | $3,611+5.5% | $3,049+24.9% | $4,754-19.9% |
| Participant deferral / active EE | $10,355 | $5,393+92.0% | $4,738+118.5% | $6,712+54.3% |
| Admin fee / account holder | $9 | $14,056-99.9% | $8,961-99.9% | $11,409-99.9% |