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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,084 | $107,733+66.2% | $92,985+92.6% | $154,746+15.7% |
| Participation rate | 87.5% | 74.6%+12.9pp | 69.5%+18.0pp | 80.7%+6.8pp |
| Annual return | 19.76% | 30.39%-10.6pp | 27.99%-8.2pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,191 | $3,126-61.9% | $2,662-55.3% | $4,379-72.8% |
| Participant deferral / active EE | $6,285 | $5,053+24.4% | $4,377+43.6% | $6,730-6.6% |
| Admin fee / account holder | $150 | $11,369-98.7% | $9,463-98.4% | $14,365-99.0% |