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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,833 | $177,595+14.8% | $148,496+37.3% | $198,609+2.6% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 16.20% | 9.97%+6.2pp | 12.33%+3.9pp | 202.70%-186.5pp |
| Employer contribution / active EE | $7,436 | $4,098+81.5% | $3,497+112.6% | $5,055+47.1% |
| Participant deferral / active EE | $16,225 | $5,539+192.9% | $4,808+237.4% | $6,977+132.6% |
| Admin fee / account holder | $210 | $27,010-99.2% | $19,547-98.9% | $19,030-98.9% |