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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,253 | $81,331+45.4% | $155,534-24.0% | $80,935+46.1% |
| Participation rate | 98.9% | 66.3%+32.6pp | 78.2%+20.6pp | 67.7%+31.2pp |
| Annual return | 11.25% | 33.37%-22.1pp | 64.92%-53.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $3,913 | $3,105+26.0% | $4,675-16.3% | $2,757+42.0% |
| Participant deferral / active EE | $6,596 | $3,454+91.0% | $5,630+17.1% | $4,299+53.4% |
| Admin fee / account holder | $107 | $7,999-98.7% | $15,900-99.3% | $6,924-98.5% |