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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,606 | $77,523+116.2% | $100,383+67.0% | $80,874+107.2% |
| Participation rate | 70.4% | 77.0%-6.6pp | 81.5%-11.1pp | 67.6%+2.7pp |
| Annual return | 14.70% | 37.21%-22.5pp | 49.26%-34.6pp | 35.62%-20.9pp |
| Employer contribution / active EE | $3,206 | $2,801+14.4% | $3,944-18.7% | $2,756+16.3% |
| Participant deferral / active EE | $7,298 | $6,822+7.0% | $8,086-9.7% | $4,297+69.8% |
| Admin fee / account holder | $0 | $5,899-100.0% | $7,900-100.0% | $6,935-100.0% |