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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,478 | $101,795+26.2% | $165,100-22.2% | $80,959+58.7% |
| Participation rate | 98.3% | 71.8%+26.5pp | 78.6%+19.7pp | 67.7%+30.7pp |
| Annual return | 14.77% | 16.73%-2.0pp | 70.21%-55.4pp | 35.67%-20.9pp |
| Employer contribution / active EE | $6,980 | $2,954+136.3% | $4,348+60.5% | $2,757+153.1% |
| Participant deferral / active EE | $4,115 | $4,476-8.1% | $6,035-31.8% | $4,300-4.3% |
| Admin fee / account holder | $81 | $8,221-99.0% | $12,696-99.4% | $6,925-98.8% |