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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,848 | $77,814-10.2% | $158,223-55.9% | $86,983-19.7% |
| Participation rate | 98.1% | 68.4%+29.7pp | 79.2%+18.9pp | 69.5%+28.5pp |
| Annual return | 17.17% | 30.54%-13.4pp | 52.09%-34.9pp | 25.83%-8.7pp |
| Employer contribution / active EE | $3,764 | $2,592+45.2% | $4,109-8.4% | $2,584+45.7% |
| Participant deferral / active EE | $8,586 | $3,270+162.6% | $5,467+57.0% | $4,194+104.7% |
| Admin fee / account holder | $196 | $5,879-96.7% | $16,047-98.8% | $7,856-97.5% |