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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,081 | $106,749-29.7% | $145,433-48.4% | $82,448-8.9% |
| Participation rate | 83.0% | 75.6%+7.3pp | 82.1%+0.9pp | 68.1%+14.9pp |
| Annual return | 34.83% | 27.59%+7.2pp | 66.58%-31.7pp | 41.64%-6.8pp |
| Employer contribution / active EE | $3,623 | $3,444+5.2% | $4,554-20.5% | $2,551+42.0% |
| Participant deferral / active EE | $17,531 | $6,519+168.9% | $7,897+122.0% | $4,139+323.5% |
| Admin fee / account holder | $232 | $8,390-97.2% | $13,129-98.2% | $7,234-96.8% |