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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,808 | $46,877+80.9% | $122,354-30.7% | $70,126+20.9% |
| Participation rate | 90.6% | 58.2%+32.4pp | 71.6%+19.0pp | 69.5%+21.1pp |
| Annual return | 19.05% | 24.22%-5.2pp | 30.28%-11.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $5,060 | $1,288+292.7% | $4,051+24.9% | $2,343+116.0% |
| Participant deferral / active EE | $10,036 | $2,167+363.1% | $3,287+205.3% | $3,332+201.2% |
| Admin fee / account holder | $0 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |