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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,690 | $72,486-21.8% | $87,103-34.9% | $72,976-22.3% |
| Participation rate | 95.1% | 72.8%+22.3pp | 76.9%+18.2pp | 69.5%+25.6pp |
| Annual return | 34.57% | 24.46%+10.1pp | 28.19%+6.4pp | 81.02%-46.4pp |
| Employer contribution / active EE | $2,602 | $1,894+37.4% | $2,521+3.2% | $2,440+6.6% |
| Participant deferral / active EE | $6,380 | $3,270+95.1% | $4,049+57.6% | $3,608+76.8% |
| Admin fee / account holder | $277 | $5,055-94.5% | $7,491-96.3% | $5,124-94.6% |