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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,016 | $76,551-8.5% | $123,894-43.5% | $62,881+11.3% |
| Participation rate | 82.5% | 73.0%+9.5pp | 81.4%+1.1pp | 69.3%+13.2pp |
| Annual return | 9.04% | 18.68%-9.6pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $5,119 | $2,882+77.6% | $4,617+10.9% | $2,281+124.4% |
| Participant deferral / active EE | $8,291 | $4,840+71.3% | $5,984+38.5% | $3,203+158.9% |
| Admin fee / account holder | $114 | $4,826-97.6% | $8,357-98.6% | $4,296-97.4% |