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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,808 | $80,992+17.1% | $96,534-1.8% | $75,173+26.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 20.93% | 27.05%-6.1pp | 25.88%-5.0pp | 160.72%-139.8pp |
| Employer contribution / active EE | $4,275 | $2,283+87.3% | $2,965+44.2% | $2,671+60.1% |
| Participant deferral / active EE | $8,829 | $3,929+124.7% | $4,851+82.0% | $4,126+114.0% |
| Admin fee / account holder | $123 | $6,717-98.2% | $8,253-98.5% | $5,651-97.8% |