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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,605 | $88,996-16.2% | $78,004-4.4% | $138,895-46.3% |
| Participation rate | 88.9% | 74.4%+14.5pp | 69.4%+19.4pp | 79.9%+9.0pp |
| Annual return | 18.66% | 28.03%-9.4pp | 31.07%-12.4pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,721 | $2,917+27.6% | $2,469+50.7% | $4,194-11.3% |
| Participant deferral / active EE | $8,394 | $4,724+77.7% | $4,092+105.1% | $6,396+31.2% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |