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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,345 | $72,269+22.2% | $101,271-12.8% | $79,852+10.6% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | 22.42% | 22.29%+0.1pp | 46.48%-24.1pp | 31.72%-9.3pp |
| Employer contribution / active EE | $8,216 | $2,692+205.2% | $3,660+124.5% | $2,471+232.5% |
| Participant deferral / active EE | $3,456 | $3,282+5.3% | $4,371-20.9% | $3,740-7.6% |
| Admin fee / account holder | $83 | $4,401-98.1% | $5,948-98.6% | $5,306-98.4% |