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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,411 | $106,864+115.6% | $147,318+56.4% | $82,637+178.8% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 18.90% | 27.49%-8.6pp | 70.43%-51.5pp | 53.51%-34.6pp |
| Employer contribution / active EE | $2,541 | $3,417-25.6% | $4,593-44.7% | $2,552-0.5% |
| Participant deferral / active EE | $8,116 | $6,496+25.0% | $7,906+2.7% | $4,126+96.7% |
| Admin fee / account holder | $127 | $8,415-98.5% | $13,708-99.1% | $7,339-98.3% |