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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,693 | $48,078+17.9% | $78,676-27.9% | $62,881-9.8% |
| Participation rate | 97.4% | 65.2%+32.2pp | 73.6%+23.9pp | 69.3%+28.1pp |
| Annual return | 6.33% | 31.36%-25.0pp | 62.19%-55.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3,093 | $2,015+53.6% | $2,850+8.5% | $2,281+35.6% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $204 | $3,206-93.6% | $4,510-95.5% | $4,296-95.3% |