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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,409 | $57,590+43.1% | $86,233-4.4% | $82,4480% |
| Participation rate | 80.6% | 57.9%+22.7pp | 69.0%+11.5pp | 68.1%+12.5pp |
| Annual return | 22.04% | 22.41%-0.4pp | 61.39%-39.3pp | 41.64%-19.6pp |
| Employer contribution / active EE | $4,665 | $1,655+181.8% | $2,504+86.3% | $2,551+82.9% |
| Participant deferral / active EE | $8,994 | $3,080+192.0% | $4,559+97.3% | $4,139+117.3% |
| Admin fee / account holder | $34 | $4,730-99.3% | $8,342-99.6% | $7,234-99.5% |