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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,565 | $81,276+16.4% | $155,574-39.2% | $80,925+16.9% |
| Participation rate | 89.3% | 66.2%+23.0pp | 78.2%+11.1pp | 67.7%+21.6pp |
| Annual return | 79.18% | 33.36%+45.8pp | 64.87%+14.3pp | 35.65%+43.5pp |
| Employer contribution / active EE | $3,666 | $3,103+18.1% | $4,676-21.6% | $2,756+33.0% |
| Participant deferral / active EE | $5,725 | $3,453+65.8% | $5,629+1.7% | $4,299+33.2% |
| Admin fee / account holder | $95 | $7,993-98.8% | $15,914-99.4% | $6,940-98.6% |