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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,801 | $112,729+37.3% | $98,716+56.8% | $137,256+12.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 17.35% | 38.48%-21.1pp | 31.81%-14.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,946 | $2,725+44.8% | $2,279+73.2% | $4,156-5.1% |
| Participant deferral / active EE | $9,809 | $4,640+111.4% | $4,048+142.3% | $6,407+53.1% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |