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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,565 | $81,331+16.3% | $155,534-39.2% | $80,935+16.8% |
| Participation rate | 89.3% | 66.3%+23.0pp | 78.2%+11.1pp | 67.7%+21.6pp |
| Annual return | 79.18% | 33.37%+45.8pp | 64.92%+14.3pp | 35.66%+43.5pp |
| Employer contribution / active EE | $3,666 | $3,105+18.1% | $4,675-21.6% | $2,757+33.0% |
| Participant deferral / active EE | $5,725 | $3,454+65.8% | $5,630+1.7% | $4,299+33.2% |
| Admin fee / account holder | $95 | $7,999-98.8% | $15,900-99.4% | $6,924-98.6% |