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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,761 | $76,551+78.7% | $123,894+10.4% | $62,881+117.5% |
| Participation rate | 85.5% | 73.0%+12.5pp | 81.4%+4.0pp | 69.3%+16.1pp |
| Annual return | 6.49% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $8,183 | $2,882+183.9% | $4,617+77.2% | $2,281+258.8% |
| Participant deferral / active EE | $5,522 | $4,840+14.1% | $5,984-7.7% | $3,203+72.4% |
| Admin fee / account holder | $72 | $4,826-98.5% | $8,357-99.1% | $4,296-98.3% |