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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,962 | $101,798-26.4% | $165,071-54.6% | $80,935-7.4% |
| Participation rate | 85.2% | 71.8%+13.4pp | 78.6%+6.6pp | 67.7%+17.5pp |
| Annual return | 15.35% | 16.73%-1.4pp | 70.17%-54.8pp | 35.66%-20.3pp |
| Employer contribution / active EE | $4,127 | $2,954+39.7% | $4,347-5.1% | $2,757+49.7% |
| Participant deferral / active EE | $7,367 | $4,476+64.6% | $6,035+22.1% | $4,299+71.4% |
| Admin fee / account holder | $240 | $8,221-97.1% | $12,695-98.1% | $6,924-96.5% |