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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,022 | $105,284-20.2% | $150,734-44.3% | $94,015-10.6% |
| Participation rate | 79.5% | 71.7%+7.8pp | 78.4%+1.0pp | 70.8%+8.7pp |
| Annual return | 19.45% | 15.67%+3.8pp | 600.81%-581.4pp | 17.84%+1.6pp |
| Employer contribution / active EE | $7,875 | $3,599+118.8% | $4,918+60.1% | $2,790+182.2% |
| Participant deferral / active EE | $4,455 | $4,274+4.2% | $5,610-20.6% | $4,249+4.8% |
| Admin fee / account holder | $2 | $9,839-100.0% | $14,905-100.0% | $8,951-100.0% |