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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,670 | $213,785-74.0% | $185,441-70.0% | $155,188-64.1% |
| Participation rate | 92.9% | 83.2%+9.6pp | 80.3%+12.6pp | 80.8%+12.1pp |
| Annual return | 21.65% | 19.97%+1.7pp | 20.16%+1.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $9,732 | $5,393+80.5% | $4,672+108.3% | $4,248+129.1% |
| Participant deferral / active EE | $8,928 | $6,864+30.1% | $6,152+45.1% | $6,531+36.7% |
| Admin fee / account holder | $15 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |