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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,165 | $63,433+1.2% | $63,803+0.6% | $64,097+0.1% |
| Participation rate | 99.4% | 65.0%+34.4pp | 72.7%+26.7pp | 55.2%+44.2pp |
| Annual return | 14.47% | 20.74%-6.3pp | 543.72%-529.3pp | 34.64%-20.2pp |
| Employer contribution / active EE | $5,256 | $2,332+125.4% | $2,532+107.6% | $1,891+177.9% |
| Participant deferral / active EE | $8,142 | $3,119+161.1% | $3,843+111.9% | $3,080+164.4% |
| Admin fee / account holder | $111 | $1,489-92.6% | $5,196-97.9% | $3,454-96.8% |