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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,803 | $78,015-13.1% | $178,505-62.0% | $80,959-16.2% |
| Participation rate | 76.7% | 65.7%+11.0pp | 77.1%-0.5pp | 67.7%+9.0pp |
| Annual return | 39.01% | 18.10%+20.9pp | 27.16%+11.9pp | 35.67%+3.3pp |
| Employer contribution / active EE | $3,325 | $2,281+45.7% | $3,955-15.9% | $2,757+20.6% |
| Participant deferral / active EE | $4,943 | $4,406+12.2% | $6,280-21.3% | $4,300+15.0% |
| Admin fee / account holder | $59 | $7,160-99.2% | $10,428-99.4% | $6,925-99.2% |