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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,951 | $57,119+45.2% | $85,187-2.6% | $80,935+2.5% |
| Participation rate | 86.7% | 56.4%+30.3pp | 67.5%+19.1pp | 67.7%+19.0pp |
| Annual return | 29.84% | 21.70%+8.1pp | 66.67%-36.8pp | 35.66%-5.8pp |
| Employer contribution / active EE | $11,054 | $1,802+513.6% | $2,732+304.6% | $2,757+301.0% |
| Participant deferral / active EE | $6,234 | $3,115+100.1% | $4,525+37.8% | $4,299+45.0% |
| Admin fee / account holder | $53 | $4,990-98.9% | $6,162-99.1% | $6,924-99.2% |