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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,123 | $67,411+18.9% | $91,004-12.0% | $70,126+14.3% |
| Participation rate | 82.1% | 71.4%+10.8pp | 75.6%+6.5pp | 69.5%+12.6pp |
| Annual return | 12.97% | -40.16%+53.1pp | 4.60%+8.4pp | 73.15%-60.2pp |
| Employer contribution / active EE | $4,018 | $1,786+125.0% | $2,456+63.6% | $2,343+71.5% |
| Participant deferral / active EE | $4,300 | $2,823+52.3% | $3,548+21.2% | $3,332+29.1% |
| Admin fee / account holder | $100 | $4,236-97.6% | $5,417-98.2% | $4,645-97.8% |