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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,183 | $91,559+5.1% | $133,978-28.2% | $79,856+20.4% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 20.26% | 61.85%-41.6pp | 45.10%-24.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $3,252 | $2,384+36.4% | $3,919-17.0% | $2,471+31.6% |
| Participant deferral / active EE | $5,953 | $3,734+59.4% | $5,047+17.9% | $3,741+59.1% |
| Admin fee / account holder | $138 | $6,321-97.8% | $8,930-98.5% | $5,306-97.4% |