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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,809 | $68,880+65.2% | $120,580-5.6% | $80,959+40.6% |
| Participation rate | 92.0% | 61.7%+30.3pp | 72.0%+20.0pp | 67.7%+24.3pp |
| Annual return | 21.22% | 23.68%-2.5pp | 107.48%-86.3pp | 35.67%-14.5pp |
| Employer contribution / active EE | $18,906 | $2,066+815.0% | $3,469+445.0% | $2,757+585.7% |
| Participant deferral / active EE | $10,338 | $3,191+224.0% | $4,995+106.9% | $4,300+140.4% |
| Admin fee / account holder | $83 | $5,785-98.6% | $9,418-99.1% | $6,925-98.8% |