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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,555 | $76,551+134.6% | $123,894+44.9% | $62,881+185.5% |
| Participation rate | 94.9% | 73.0%+21.9pp | 81.4%+13.5pp | 69.3%+25.6pp |
| Annual return | 7.13% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $9,751 | $2,882+238.3% | $4,617+111.2% | $2,281+327.5% |
| Participant deferral / active EE | $8,839 | $4,840+82.6% | $5,984+47.7% | $3,203+176.0% |
| Admin fee / account holder | $8 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |