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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,809 | $68,852+65.3% | $120,524-5.6% | $80,925+40.6% |
| Participation rate | 92.0% | 61.6%+30.4pp | 71.9%+20.1pp | 67.7%+24.3pp |
| Annual return | 21.22% | 23.67%-2.5pp | 107.36%-86.1pp | 35.65%-14.4pp |
| Employer contribution / active EE | $18,906 | $2,063+816.3% | $3,469+445.0% | $2,756+585.9% |
| Participant deferral / active EE | $10,338 | $3,187+224.4% | $4,994+107.0% | $4,299+140.5% |
| Admin fee / account holder | $83 | $5,781-98.6% | $9,440-99.1% | $6,940-98.8% |