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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,490 | $57,119+40.9% | $85,187-5.5% | $80,935-0.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 14.77% | 21.70%-6.9pp | 66.67%-51.9pp | 35.66%-20.9pp |
| Employer contribution / active EE | $4,828 | $1,802+168.0% | $2,732+76.7% | $2,757+75.1% |
| Participant deferral / active EE | $4,940 | $3,115+58.6% | $4,525+9.2% | $4,299+14.9% |
| Admin fee / account holder | $297 | $4,990-94.1% | $6,162-95.2% | $6,924-95.7% |