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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,016 | $77,638+45.6% | $156,551-27.8% | $62,881+79.7% |
| Participation rate | 77.8% | 71.2%+6.6pp | 84.0%-6.2pp | 69.3%+8.5pp |
| Annual return | 8.91% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,667 | $3,444+6.5% | $5,501-33.3% | $2,281+60.8% |
| Participant deferral / active EE | $5,974 | $3,046+96.2% | $4,871+22.6% | $3,203+86.5% |
| Admin fee / account holder | $271 | $5,561-95.1% | $13,028-97.9% | $4,296-93.7% |