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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,675 | $93,064+133.9% | $74,577+191.9% | $273,972-20.5% |
| Participation rate | 90.0% | 74.9%+15.1pp | 68.1%+21.9pp | 83.0%+7.0pp |
| Annual return | 12.90% | 26.18%-13.3pp | 20.47%-7.6pp | 41.46%-28.6pp |
| Employer contribution / active EE | $8,634 | $3,160+173.2% | $2,525+241.9% | $4,869+77.3% |
| Participant deferral / active EE | $5,979 | $4,160+43.7% | $3,458+72.9% | $5,287+13.1% |
| Admin fee / account holder | $234 | $5,273-95.6% | $4,138-94.3% | $10,133-97.7% |