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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,180 | $65,364+57.9% | $92,909+11.1% | $72,975+41.4% |
| Participation rate | 96.6% | 68.3%+28.2pp | 76.0%+20.5pp | 69.5%+27.1pp |
| Annual return | 20.43% | 42.11%-21.7pp | 109.44%-89.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $3,332 | $2,594+28.4% | $3,653-8.8% | $2,440+36.6% |
| Participant deferral / active EE | $4,720 | $3,128+50.9% | $4,238+11.4% | $3,608+30.8% |
| Admin fee / account holder | $43 | $4,251-99.0% | $5,795-99.3% | $5,124-99.2% |