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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,223 | $58,493+35.4% | $84,023-5.7% | $72,976+8.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 18.36% | 28.93%-10.6pp | 71.32%-53.0pp | 81.02%-62.7pp |
| Employer contribution / active EE | $7,660 | $1,163+558.6% | $1,984+286.1% | $2,440+213.9% |
| Participant deferral / active EE | $6,673 | $2,394+178.7% | $3,239+106.0% | $3,608+85.0% |
| Admin fee / account holder | $19 | $4,569-99.6% | $6,102-99.7% | $5,124-99.6% |