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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,294 | $46,534+33.9% | $64,097-2.8% | $75,177-17.1% |
| Participation rate | 90.6% | 65.9%+24.7pp | 72.3%+18.3pp | 67.2%+23.4pp |
| Annual return | 25.61% | 26.07%-0.5pp | 33.75%-8.1pp | 160.75%-135.1pp |
| Employer contribution / active EE | $11,834 | $1,976+499.0% | $2,750+330.4% | $2,671+343.1% |
| Participant deferral / active EE | $11,656 | $2,835+311.2% | $3,881+200.3% | $4,126+182.5% |
| Admin fee / account holder | $249 | $2,957-91.6% | $3,070-91.9% | $5,651-95.6% |