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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,328 | $65,367+45.8% | $92,915+2.6% | $72,976+30.6% |
| Participation rate | 85.2% | 68.3%+16.9pp | 76.0%+9.2pp | 69.5%+15.7pp |
| Annual return | 25.11% | 42.11%-17.0pp | 109.45%-84.3pp | 81.02%-55.9pp |
| Employer contribution / active EE | $8,544 | $2,594+229.4% | $3,653+133.9% | $2,440+250.1% |
| Participant deferral / active EE | $2,520 | $3,128-19.4% | $4,238-40.5% | $3,608-30.1% |
| Admin fee / account holder | $6 | $4,251-99.9% | $5,796-99.9% | $5,124-99.9% |