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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,411 | $106,749+115.8% | $145,433+58.4% | $82,448+179.5% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 18.90% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,541 | $3,444-26.2% | $4,554-44.2% | $2,551-0.4% |
| Participant deferral / active EE | $8,116 | $6,519+24.5% | $7,897+2.8% | $4,139+96.1% |
| Admin fee / account holder | $127 | $8,390-98.5% | $13,129-99.0% | $7,234-98.3% |