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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,904 | $63,365+46.6% | $91,994+1.0% | $72,976+27.3% |
| Participation rate | 93.8% | 72.5%+21.2pp | 78.6%+15.1pp | 69.5%+24.3pp |
| Annual return | 24.84% | 35.35%-10.5pp | 69.04%-44.2pp | 81.02%-56.2pp |
| Employer contribution / active EE | $6,663 | $2,116+215.0% | $3,453+93.0% | $2,440+173.1% |
| Participant deferral / active EE | $3,347 | $4,883-31.5% | $5,924-43.5% | $3,608-7.2% |
| Admin fee / account holder | $4 | $4,670-99.9% | $7,744-99.9% | $5,124-99.9% |