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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,110 | $78,197-1.4% | $98,090-21.4% | $82,637-6.7% |
| Participation rate | 96.3% | 77.5%+18.8pp | 81.5%+14.7pp | 68.1%+28.2pp |
| Annual return | 51.28% | 40.25%+11.0pp | 37.05%+14.2pp | 53.51%-2.2pp |
| Employer contribution / active EE | $5,074 | $2,605+94.8% | $3,606+40.7% | $2,552+98.8% |
| Participant deferral / active EE | $11,302 | $6,636+70.3% | $7,845+44.1% | $4,126+173.9% |
| Admin fee / account holder | $3 | $14,832-100.0% | $11,815-100.0% | $7,339-100.0% |