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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,026 | $48,284+32.6% | $67,524-5.2% | $80,911-20.9% |
| Participation rate | 98.9% | 66.4%+32.5pp | 72.9%+26.0pp | 67.6%+31.2pp |
| Annual return | 11.96% | 18.27%-6.3pp | 3519.41%-3507.5pp | 35.63%-23.7pp |
| Employer contribution / active EE | $5,731 | $2,021+183.5% | $2,734+109.6% | $2,756+108.0% |
| Participant deferral / active EE | $2,650 | $2,927-9.5% | $4,001-33.8% | $4,297-38.3% |
| Admin fee / account holder | $1 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |