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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,245 | $81,258+67.7% | $105,218+29.5% | $59,633+128.5% |
| Participation rate | 93.2% | 75.4%+17.8pp | 77.2%+16.0pp | 68.7%+24.5pp |
| Annual return | 7.35% | 1.96%+5.4pp | 5.33%+2.0pp | 2041.45%-2034.1pp |
| Employer contribution / active EE | $8,419 | $2,562+228.6% | $3,255+158.6% | $2,203+282.2% |
| Participant deferral / active EE | $13,458 | $3,881+246.7% | $4,867+176.5% | $3,192+321.7% |
| Admin fee / account holder | $265 | $5,841-95.5% | $6,992-96.2% | $4,297-93.8% |