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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,951 | $57,061+45.4% | $85,063-2.5% | $80,911+2.5% |
| Participation rate | 86.7% | 56.3%+30.3pp | 67.5%+19.2pp | 67.6%+19.0pp |
| Annual return | 29.84% | 21.66%+8.2pp | 66.54%-36.7pp | 35.63%-5.8pp |
| Employer contribution / active EE | $11,054 | $1,799+514.6% | $2,727+305.3% | $2,756+301.1% |
| Participant deferral / active EE | $6,234 | $3,110+100.4% | $4,523+37.8% | $4,297+45.1% |
| Admin fee / account holder | $53 | $4,986-98.9% | $6,155-99.1% | $6,935-99.2% |