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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,800 | $80,992+117.1% | $96,534+82.1% | $75,173+133.9% |
| Participation rate | 81.8% | 71.8%+10.0pp | 76.0%+5.8pp | 67.2%+14.6pp |
| Annual return | 23.39% | 27.05%-3.7pp | 25.88%-2.5pp | 160.72%-137.3pp |
| Employer contribution / active EE | $2,579 | $2,283+13.0% | $2,965-13.0% | $2,671-3.4% |
| Participant deferral / active EE | $6,538 | $3,929+66.4% | $4,851+34.8% | $4,126+58.5% |
| Admin fee / account holder | $277 | $6,717-95.9% | $8,253-96.6% | $5,651-95.1% |