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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,552 | $106,864+59.6% | $147,318+15.8% | $82,637+106.4% |
| Participation rate | 87.7% | 75.5%+12.2pp | 82.1%+5.7pp | 68.1%+19.7pp |
| Annual return | 18.35% | 27.49%-9.1pp | 70.43%-52.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $5,814 | $3,417+70.2% | $4,593+26.6% | $2,552+127.8% |
| Participant deferral / active EE | $14,448 | $6,496+122.4% | $7,906+82.7% | $4,126+250.2% |
| Admin fee / account holder | $122 | $8,415-98.5% | $13,708-99.1% | $7,339-98.3% |