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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,349 | $77,638+33.1% | $156,551-34.0% | $62,881+64.4% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 6.43% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,534 | $3,444+2.6% | $5,501-35.8% | $2,281+54.9% |
| Participant deferral / active EE | $6,240 | $3,046+104.9% | $4,871+28.1% | $3,203+94.8% |
| Admin fee / account holder | $256 | $5,561-95.4% | $13,028-98.0% | $4,296-94.0% |