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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,939 | $78,425+101.4% | $95,956+64.6% | $79,858+97.8% |
| Participation rate | 93.9% | 73.5%+20.4pp | 77.1%+16.9pp | 69.6%+24.3pp |
| Annual return | 11.45% | 19.37%-7.9pp | 91.63%-80.2pp | 31.72%-20.3pp |
| Employer contribution / active EE | $2,530 | $1,945+30.1% | $2,541-0.4% | $2,471+2.4% |
| Participant deferral / active EE | $6,887 | $3,440+100.2% | $4,167+65.3% | $3,740+84.1% |
| Admin fee / account holder | $131 | $5,622-97.7% | $6,797-98.1% | $5,306-97.5% |