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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,698 | $76,551+57.7% | $123,894-2.6% | $62,881+91.9% |
| Participation rate | 83.9% | 73.0%+10.9pp | 81.4%+2.5pp | 69.3%+14.6pp |
| Annual return | 8.51% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,851 | $2,882-35.8% | $4,617-59.9% | $2,281-18.9% |
| Participant deferral / active EE | $9,467 | $4,840+95.6% | $5,984+58.2% | $3,203+195.6% |
| Admin fee / account holder | $16 | $4,826-99.7% | $8,357-99.8% | $4,296-99.6% |