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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,101 | $58,493+35.2% | $84,023-5.9% | $72,976+8.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.73% | 28.93%-8.2pp | 71.32%-50.6pp | 81.02%-60.3pp |
| Employer contribution / active EE | $2,014 | $1,163+73.2% | $1,984+1.5% | $2,440-17.5% |
| Participant deferral / active EE | $2,758 | $2,394+15.2% | $3,239-14.9% | $3,608-23.6% |
| Admin fee / account holder | $244 | $4,569-94.7% | $6,102-96.0% | $5,124-95.2% |