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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,303 | $93,064+19.6% | $74,577+49.2% | $273,972-59.4% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 9.37% | 26.18%-16.8pp | 20.47%-11.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $4,841 | $3,160+53.2% | $2,525+91.7% | $4,869-0.6% |
| Participant deferral / active EE | $13,098 | $4,160+214.8% | $3,458+278.7% | $5,287+147.7% |
| Admin fee / account holder | $244 | $5,273-95.4% | $4,138-94.1% | $10,133-97.6% |