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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,080 | $48,364+40.8% | $71,796-5.2% | $62,881+8.3% |
| Participation rate | 71.4% | 60.6%+10.8pp | 69.1%+2.3pp | 69.3%+2.1pp |
| Annual return | 6.33% | 13.16%-6.8pp | 78.04%-71.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,733 | $1,042+66.3% | $1,924-9.9% | $2,281-24.0% |
| Participant deferral / active EE | $4,069 | $2,091+94.6% | $2,794+45.6% | $3,203+27.0% |
| Admin fee / account holder | $88 | $3,771-97.7% | $4,815-98.2% | $4,296-98.0% |