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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,833 | $49,255+82.4% | $70,494+27.4% | $79,856+12.5% |
| Participation rate | 91.5% | 69.2%+22.4pp | 75.1%+16.5pp | 69.6%+21.9pp |
| Annual return | 6.10% | 30.10%-24.0pp | 109.16%-103.1pp | 31.71%-25.6pp |
| Employer contribution / active EE | $4,634 | $2,100+120.6% | $2,738+69.2% | $2,471+87.5% |
| Participant deferral / active EE | $5,267 | $2,768+90.3% | $3,711+41.9% | $3,741+40.8% |
| Admin fee / account holder | $160 | $2,879-94.4% | $3,848-95.8% | $5,306-97.0% |