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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,301 | $41,016+88.5% | $152,093-49.2% | $64,097+20.6% |
| Participation rate | 89.6% | 51.3%+38.3pp | 77.8%+11.9pp | 55.2%+34.4pp |
| Annual return | 19.90% | 39.60%-19.7pp | 66.36%-46.5pp | 34.64%-14.7pp |
| Employer contribution / active EE | $6,841 | $1,342+409.6% | $4,175+63.9% | $1,891+261.7% |
| Participant deferral / active EE | $5,151 | $1,927+167.2% | $5,451-5.5% | $3,080+67.2% |
| Admin fee / account holder | $201 | $2,305-91.3% | $14,497-98.6% | $3,454-94.2% |