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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,575 | $106,524+26.3% | $152,301-11.6% | $87,485+53.8% |
| Participation rate | 78.1% | 75.8%+2.4pp | 82.4%-4.3pp | 68.9%+9.2pp |
| Annual return | 18.34% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.7pp |
| Employer contribution / active EE | $3,642 | $3,371+8.0% | $4,624-21.2% | $2,596+40.3% |
| Participant deferral / active EE | $9,956 | $6,525+52.6% | $8,004+24.4% | $4,274+133.0% |
| Admin fee / account holder | $80 | $8,287-99.0% | $14,398-99.4% | $7,775-99.0% |