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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,409 | $58,848+40.0% | $88,179-6.5% | $82,637-0.3% |
| Participation rate | 80.6% | 57.9%+22.7pp | 69.1%+11.4pp | 68.1%+12.5pp |
| Annual return | 22.04% | 22.76%-0.7pp | 64.97%-42.9pp | 53.51%-31.5pp |
| Employer contribution / active EE | $4,665 | $1,678+177.9% | $2,549+83.0% | $2,552+82.8% |
| Participant deferral / active EE | $8,994 | $3,124+187.9% | $4,614+94.9% | $4,126+118.0% |
| Admin fee / account holder | $34 | $4,795-99.3% | $7,673-99.6% | $7,339-99.5% |