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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,770 | $72,027+185.7% | $185,835+10.7% | $79,852+157.7% |
| Participation rate | 89.3% | 65.8%+23.5pp | 78.0%+11.2pp | 69.6%+19.6pp |
| Annual return | 11.72% | 23.13%-11.4pp | 35.96%-24.2pp | 31.72%-20.0pp |
| Employer contribution / active EE | $1,906 | $1,965-3.0% | $4,087-53.4% | $2,471-22.9% |
| Participant deferral / active EE | $12,390 | $3,780+227.8% | $5,633+119.9% | $3,740+231.2% |
| Admin fee / account holder | $276 | $4,513-93.9% | $9,502-97.1% | $5,306-94.8% |