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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,051 | $95,453-19.3% | $112,040-31.2% | $82,448-6.5% |
| Participation rate | 91.4% | 72.8%+18.7pp | 76.5%+14.9pp | 68.1%+23.4pp |
| Annual return | 43.00% | 23.92%+19.1pp | 24.52%+18.5pp | 41.64%+1.4pp |
| Employer contribution / active EE | $5,028 | $2,318+116.9% | $2,954+70.2% | $2,551+97.1% |
| Participant deferral / active EE | $10,228 | $4,224+142.2% | $5,098+100.6% | $4,139+147.1% |
| Admin fee / account holder | $124 | $9,013-98.6% | $12,098-99.0% | $7,234-98.3% |