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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,490 | $57,140+40.9% | $85,240-5.6% | $80,959-0.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 14.77% | 21.71%-6.9pp | 66.75%-52.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $4,828 | $1,802+167.9% | $2,735+76.5% | $2,757+75.1% |
| Participant deferral / active EE | $4,940 | $3,115+58.6% | $4,527+9.1% | $4,300+14.9% |
| Admin fee / account holder | $297 | $4,992-94.1% | $6,165-95.2% | $6,925-95.7% |