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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,848 | $78,690-11.2% | $161,489-56.7% | $87,485-20.2% |
| Participation rate | 98.1% | 67.5%+30.6pp | 78.7%+19.4pp | 68.9%+29.1pp |
| Annual return | 17.17% | 32.74%-15.6pp | 89.72%-72.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $3,764 | $2,588+45.4% | $4,268-11.8% | $2,596+45.0% |
| Participant deferral / active EE | $8,586 | $3,311+159.3% | $5,630+52.5% | $4,274+100.9% |
| Admin fee / account holder | $196 | $6,724-97.1% | $16,006-98.8% | $7,775-97.5% |