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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,705 | $83,485+37.4% | $125,192-8.4% | $72,975+57.2% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | 25.77% | 25.77%0pp | 43.79%-18.0pp | 81.01%-55.2pp |
| Employer contribution / active EE | $6,721 | $2,346+186.5% | $3,866+73.8% | $2,440+175.4% |
| Participant deferral / active EE | $3,664 | $3,586+2.2% | $4,937-25.8% | $3,608+1.6% |
| Admin fee / account holder | $142 | $5,518-97.4% | $9,704-98.5% | $5,124-97.2% |