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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,168 | $81,276+36.8% | $155,574-28.5% | $80,925+37.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.97% | 33.36%-20.4pp | 64.87%-51.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $5,478 | $3,103+76.5% | $4,676+17.1% | $2,756+98.7% |
| Participant deferral / active EE | $5,707 | $3,453+65.3% | $5,629+1.4% | $4,299+32.8% |
| Admin fee / account holder | $69 | $7,993-99.1% | $15,914-99.6% | $6,940-99.0% |