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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,862 | $57,065+136.3% | $75,670+78.2% | $70,131+92.3% |
| Participation rate | 94.1% | 68.1%+26.0pp | 72.3%+21.8pp | 69.5%+24.6pp |
| Annual return | 17.89% | 23.57%-5.7pp | 27.34%-9.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $351 | $1,817-80.7% | $2,352-85.1% | $2,342-85.0% |
| Participant deferral / active EE | $4,178 | $2,580+62.0% | $3,142+33.0% | $3,332+25.4% |
| Admin fee / account holder | $190 | $3,825-95.0% | $5,800-96.7% | $4,645-95.9% |