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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,836 | $84,236+3.1% | $170,439-49.1% | $70,124+23.8% |
| Participation rate | 87.0% | 70.8%+16.2pp | 83.6%+3.4pp | 69.5%+17.5pp |
| Annual return | 13.76% | 23.06%-9.3pp | 205.94%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,440 | $3,387-28.0% | $5,433-55.1% | $2,342+4.2% |
| Participant deferral / active EE | $4,286 | $3,086+38.9% | $4,939-13.2% | $3,332+28.6% |
| Admin fee / account holder | $287 | $5,698-95.0% | $13,881-97.9% | $4,645-93.8% |