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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,441 | $48,078+100.6% | $78,676+22.6% | $62,881+53.4% |
| Participation rate | 82.8% | 65.2%+17.6pp | 73.6%+9.2pp | 69.3%+13.5pp |
| Annual return | 7.22% | 31.36%-24.1pp | 62.19%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,434 | $2,015+20.8% | $2,850-14.6% | $2,281+6.7% |
| Participant deferral / active EE | $1,310 | $2,587-49.4% | $3,517-62.7% | $3,203-59.1% |
| Admin fee / account holder | $154 | $3,206-95.2% | $4,510-96.6% | $4,296-96.4% |