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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,401 | $77,638-11.9% | $156,551-56.3% | $62,881+8.8% |
| Participation rate | 92.3% | 71.2%+21.1pp | 84.0%+8.3pp | 69.3%+23.0pp |
| Annual return | 6.82% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,200 | $3,444-7.1% | $5,501-41.8% | $2,281+40.3% |
| Participant deferral / active EE | $2,732 | $3,046-10.3% | $4,871-43.9% | $3,203-14.7% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |