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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,069 | $51,638+12.5% | $68,368-15.1% | $82,448-29.6% |
| Participation rate | 78.1% | 63.6%+14.5pp | 73.8%+4.4pp | 68.1%+10.1pp |
| Annual return | 24.95% | 37.53%-12.6pp | 292.57%-267.6pp | 41.64%-16.7pp |
| Employer contribution / active EE | $3,072 | $2,047+50.1% | $2,649+16.0% | $2,551+20.4% |
| Participant deferral / active EE | $7,442 | $2,914+155.4% | $4,123+80.5% | $4,139+79.8% |
| Admin fee / account holder | $71 | $4,643-98.5% | $5,150-98.6% | $7,234-99.0% |