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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,622 | $84,236-9.0% | $170,435-55.0% | $70,126+9.3% |
| Participation rate | 85.0% | 70.8%+14.2pp | 83.6%+1.4pp | 69.5%+15.5pp |
| Annual return | 20.67% | 23.06%-2.4pp | 205.94%-185.3pp | 73.15%-52.5pp |
| Employer contribution / active EE | $7,161 | $3,387+111.4% | $5,432+31.8% | $2,343+205.7% |
| Participant deferral / active EE | $3,513 | $3,086+13.8% | $4,939-28.9% | $3,332+5.4% |
| Admin fee / account holder | $254 | $5,698-95.5% | $13,881-98.2% | $4,645-94.5% |