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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,616 | $45,343+42.5% | $150,298-57.0% | $67,986-5.0% |
| Participation rate | 95.3% | 51.9%+43.4pp | 77.8%+17.5pp | 57.2%+38.1pp |
| Annual return | 14.34% | 33.28%-18.9pp | 62.79%-48.4pp | 31.67%-17.3pp |
| Employer contribution / active EE | $3,615 | $1,462+147.3% | $4,154-13.0% | $2,019+79.1% |
| Participant deferral / active EE | $4,364 | $2,055+112.4% | $5,453-20.0% | $3,358+29.9% |
| Admin fee / account holder | $228 | $2,250-89.9% | $14,116-98.4% | $3,203-92.9% |