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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,575 | $99,875+34.7% | $146,866-8.4% | $86,983+54.7% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.5%-4.4pp | 69.5%+8.6pp |
| Annual return | 18.34% | 28.10%-9.8pp | 102.85%-84.5pp | 25.83%-7.5pp |
| Employer contribution / active EE | $3,642 | $3,224+13.0% | $4,425-17.7% | $2,584+40.9% |
| Participant deferral / active EE | $9,956 | $6,322+57.5% | $7,759+28.3% | $4,194+137.4% |
| Admin fee / account holder | $80 | $7,838-99.0% | $13,620-99.4% | $7,856-99.0% |