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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,712 | $83,485+65.0% | $125,192+10.0% | $72,975+88.7% |
| Participation rate | 91.7% | 73.3%+18.4pp | 79.8%+11.9pp | 69.5%+22.2pp |
| Annual return | 17.07% | 25.77%-8.7pp | 43.79%-26.7pp | 81.01%-63.9pp |
| Employer contribution / active EE | $3,676 | $2,346+56.7% | $3,866-4.9% | $2,440+50.6% |
| Participant deferral / active EE | $7,417 | $3,586+106.8% | $4,937+50.2% | $3,608+105.6% |
| Admin fee / account holder | $8 | $5,518-99.9% | $9,704-99.9% | $5,124-99.8% |