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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,215 | $117,846+38.5% | $102,434+59.3% | $145,884+11.9% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 11.13% | 31.90%-20.8pp | 29.46%-18.3pp | 551.85%-540.7pp |
| Employer contribution / active EE | $4,550 | $3,615+25.9% | $3,023+50.5% | $4,662-2.4% |
| Participant deferral / active EE | $7,688 | $5,733+34.1% | $5,055+52.1% | $6,690+14.9% |
| Admin fee / account holder | $22 | $13,356-99.8% | $9,462-99.8% | $13,392-99.8% |