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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,091 | $60,788+15.3% | $85,709-18.2% | $79,391-11.7% |
| Participation rate | 96.7% | 62.1%+34.6pp | 69.9%+26.9pp | 70.7%+26.0pp |
| Annual return | 23.27% | 16.57%+6.7pp | 21.49%+1.8pp | 116.88%-93.6pp |
| Employer contribution / active EE | $4,113 | $1,664+147.1% | $2,619+57.1% | $2,428+69.4% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $3,924-100.0% | $4,046-100.0% |
| Admin fee / account holder | $6 | $439-98.7% | $6,876-99.9% | $627-99.1% |