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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,007 | $97,289+43.9% | $92,805+50.9% | $155,188-9.8% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 19.79% | 29.03%-9.2pp | 31.59%-11.8pp | 148.84%-129.0pp |
| Employer contribution / active EE | $5,663 | $3,632+55.9% | $3,424+65.4% | $4,248+33.3% |
| Participant deferral / active EE | $10,142 | $8,795+15.3% | $8,448+20.1% | $6,531+55.3% |
| Admin fee / account holder | $50 | $12,015-99.6% | $10,911-99.5% | $14,480-99.7% |