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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,038 | $107,666-40.5% | $102,184-37.3% | $154,746-58.6% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.7%+5.0pp |
| Annual return | 20.94% | 29.33%-8.4pp | 31.58%-10.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $4,208 | $3,846+9.4% | $3,594+17.1% | $4,379-3.9% |
| Participant deferral / active EE | $14,690 | $8,719+68.5% | $8,309+76.8% | $6,730+118.3% |
| Admin fee / account holder | $226 | $12,943-98.3% | $11,609-98.1% | $14,365-98.4% |