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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,332 | $69,541+159.3% | $59,899+201.1% | $135,380+33.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.7%+12.8pp | 82.6%+4.9pp |
| Annual return | 7.38% | 7.95%-0.6pp | 3.46%+3.9pp | 519.81%-512.4pp |
| Employer contribution / active EE | $3,546 | $3,236+9.6% | $2,723+30.2% | $4,779-25.8% |
| Participant deferral / active EE | $6,393 | $4,206+52.0% | $3,402+87.9% | $5,609+14.0% |
| Admin fee / account holder | $94 | $5,737-98.4% | $3,592-97.4% | $10,828-99.1% |