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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,969 | $94,833+1.2% | $75,731+26.7% | $86,821+10.5% |
| Participation rate | 77.1% | 79.1%-2.0pp | 74.8%+2.3pp | 72.3%+4.8pp |
| Annual return | 29.14% | 16.91%+12.2pp | 104.65%-75.5pp | 97.94%-68.8pp |
| Employer contribution / active EE | $4,500 | $2,904+54.9% | $2,743+64.1% | $2,406+87.0% |
| Participant deferral / active EE | $4,430 | $3,632+22.0% | $3,820+16.0% | $4,132+7.2% |
| Admin fee / account holder | $0 | $109-100.0% | $3,620-100.0% | $170-100.0% |