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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,136 | $48,327+55.5% | $67,575+11.2% | $80,935-7.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 19.29% | 18.31%+1.0pp | 3528.98%-3509.7pp | 35.66%-16.4pp |
| Employer contribution / active EE | $6,142 | $2,022+203.7% | $2,736+124.5% | $2,757+122.8% |
| Participant deferral / active EE | $5,832 | $2,927+99.2% | $4,003+45.7% | $4,299+35.7% |
| Admin fee / account holder | $295 | $3,692-92.0% | $3,993-92.6% | $6,924-95.7% |