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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,022 | $93,345-10.0% | $119,126-29.5% | $87,485-4.0% |
| Participation rate | 79.5% | 68.7%+10.7pp | 75.8%+3.7pp | 68.9%+10.6pp |
| Annual return | 19.45% | 19.08%+0.4pp | 282.11%-262.7pp | 26.06%-6.6pp |
| Employer contribution / active EE | $7,875 | $3,172+148.3% | $4,034+95.2% | $2,596+203.3% |
| Participant deferral / active EE | $4,455 | $4,099+8.7% | $5,318-16.2% | $4,274+4.2% |
| Admin fee / account holder | $2 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |