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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,953 | $39,132+204.0% | $57,196+108.0% | $62,881+89.2% |
| Participation rate | 96.4% | 70.5%+25.9pp | 75.3%+21.0pp | 69.3%+27.1pp |
| Annual return | 13.85% | 9.24%+4.6pp | 14.59%-0.7pp | 20.14%-6.3pp |
| Employer contribution / active EE | $3,461 | $1,874+84.7% | $2,683+29.0% | $2,281+51.8% |
| Participant deferral / active EE | $4,142 | $2,374+74.5% | $3,096+33.8% | $3,203+29.3% |
| Admin fee / account holder | $206 | $2,594-92.1% | $3,141-93.5% | $4,296-95.2% |