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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,029 | $75,541+9.9% | $152,093-45.4% | $82,637+0.5% |
| Participation rate | 94.4% | 66.5%+27.9pp | 77.8%+16.7pp | 68.1%+26.4pp |
| Annual return | 34.52% | 32.56%+2.0pp | 66.36%-31.8pp | 53.51%-19.0pp |
| Employer contribution / active EE | $14,840 | $2,622+465.9% | $4,175+255.5% | $2,552+481.5% |
| Participant deferral / active EE | $12,627 | $3,206+293.9% | $5,451+131.6% | $4,126+206.0% |
| Admin fee / account holder | $165 | $6,405-97.4% | $14,497-98.9% | $7,339-97.7% |