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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,512 | $76,551+3.9% | $123,894-35.8% | $62,881+26.4% |
| Participation rate | 89.5% | 73.0%+16.5pp | 81.4%+8.1pp | 69.3%+20.2pp |
| Annual return | 9.07% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $8,490 | $2,882+194.5% | $4,617+83.9% | $2,281+272.2% |
| Participant deferral / active EE | $11,947 | $4,840+146.9% | $5,984+99.6% | $3,203+273.0% |
| Admin fee / account holder | $27 | $4,826-99.4% | $8,357-99.7% | $4,296-99.4% |