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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,084 | $106,588+68.0% | $94,215+90.1% | $155,188+15.4% |
| Participation rate | 87.5% | 74.3%+13.2pp | 70.0%+17.5pp | 80.8%+6.7pp |
| Annual return | 19.76% | 29.39%-9.6pp | 28.22%-8.5pp | 148.84%-129.1pp |
| Employer contribution / active EE | $1,191 | $3,080-61.3% | $2,675-55.5% | $4,248-72.0% |
| Participant deferral / active EE | $6,285 | $4,802+30.9% | $4,276+47.0% | $6,531-3.8% |
| Admin fee / account holder | $150 | $12,281-98.8% | $10,216-98.5% | $14,480-99.0% |