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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,038 | $100,970-36.6% | $96,576-33.7% | $137,256-53.3% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 20.94% | 38.16%-17.2pp | 38.47%-17.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $4,208 | $3,809+10.5% | $3,553+18.4% | $4,156+1.2% |
| Participant deferral / active EE | $14,690 | $8,286+77.3% | $7,956+84.6% | $6,407+129.3% |
| Admin fee / account holder | $226 | $11,312-98.0% | $11,381-98.0% | $12,270-98.2% |