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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,160 | $60,349+148.8% | $74,184+102.4% | $62,881+138.8% |
| Participation rate | 84.6% | 72.7%+11.9pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | 8.09% | 21.38%-13.3pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,003 | $1,680+19.2% | $2,370-15.5% | $2,281-12.2% |
| Participant deferral / active EE | $5,681 | $2,856+98.9% | $3,550+60.0% | $3,203+77.4% |
| Admin fee / account holder | $55 | $4,261-98.7% | $5,586-99.0% | $4,296-98.7% |