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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,536 | $67,411+22.4% | $91,004-9.3% | $70,131+17.7% |
| Participation rate | 96.4% | 71.4%+25.1pp | 75.6%+20.8pp | 69.5%+26.9pp |
| Annual return | 20.42% | -40.16%+60.6pp | 4.60%+15.8pp | 73.14%-52.7pp |
| Employer contribution / active EE | $3,447 | $1,786+93.0% | $2,456+40.4% | $2,342+47.1% |
| Participant deferral / active EE | $2,624 | $2,823-7.0% | $3,548-26.0% | $3,332-21.2% |
| Admin fee / account holder | $213 | $4,236-95.0% | $5,417-96.1% | $4,645-95.4% |