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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,957 | $67,602+62.7% | $82,312+33.6% | $70,126+56.8% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 15.58% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $3,914 | $1,755+123.0% | $2,428+61.2% | $2,343+67.1% |
| Participant deferral / active EE | $3,852 | $2,987+29.0% | $3,706+3.9% | $3,332+15.6% |
| Admin fee / account holder | $16 | $4,512-99.6% | $5,608-99.7% | $4,645-99.7% |