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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,857 | $71,215+30.4% | $93,696-0.9% | $80,935+14.7% |
| Participation rate | 72.0% | 60.4%+11.6pp | 68.7%+3.3pp | 67.7%+4.3pp |
| Annual return | 22.91% | 11.27%+11.6pp | 133.74%-110.8pp | 35.66%-12.7pp |
| Employer contribution / active EE | $2,090 | $1,565+33.5% | $2,422-13.7% | $2,757-24.2% |
| Participant deferral / active EE | $6,817 | $4,037+68.9% | $4,417+54.3% | $4,299+58.6% |
| Admin fee / account holder | $45 | $6,958-99.4% | $8,287-99.5% | $6,924-99.4% |