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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,117 | $79,955+6.5% | $98,461-13.6% | $75,173+13.2% |
| Participation rate | 96.8% | 70.4%+26.4pp | 75.2%+21.6pp | 67.2%+29.6pp |
| Annual return | 38.94% | 19.75%+19.2pp | 21.17%+17.8pp | 160.72%-121.8pp |
| Employer contribution / active EE | $6,045 | $2,264+167.0% | $3,049+98.3% | $2,671+126.3% |
| Participant deferral / active EE | $18,636 | $3,752+396.6% | $4,738+293.3% | $4,126+351.6% |
| Admin fee / account holder | $199 | $6,841-97.1% | $8,961-97.8% | $5,651-96.5% |