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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,721 | $94,833+61.0% | $75,714+101.7% | $86,821+75.9% |
| Participation rate | 97.1% | 79.1%+18.0pp | 74.8%+22.3pp | 72.3%+24.9pp |
| Annual return | 12.84% | 16.91%-4.1pp | 104.62%-91.8pp | 97.94%-85.1pp |
| Employer contribution / active EE | $4,332 | $2,904+49.2% | $2,744+57.9% | $2,406+80.1% |
| Participant deferral / active EE | $4,209 | $3,632+15.9% | $3,820+10.2% | $4,132+1.9% |
| Admin fee / account holder | $99 | $109-9.2% | $3,619-97.3% | $170-41.8% |