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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,029 | $76,407+8.7% | $150,298-44.8% | $82,448+0.7% |
| Participation rate | 94.4% | 66.4%+28.0pp | 77.8%+16.7pp | 68.1%+26.4pp |
| Annual return | 34.52% | 39.99%-5.5pp | 62.79%-28.3pp | 41.64%-7.1pp |
| Employer contribution / active EE | $14,840 | $2,614+467.7% | $4,154+257.2% | $2,551+481.7% |
| Participant deferral / active EE | $12,627 | $3,214+292.8% | $5,453+131.6% | $4,139+205.0% |
| Admin fee / account holder | $165 | $6,352-97.4% | $14,116-98.8% | $7,234-97.7% |