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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,516 | $56,894+292.9% | $84,753+163.7% | $62,881+255.5% |
| Participation rate | 90.3% | 68.5%+21.8pp | 76.6%+13.7pp | 69.3%+21.0pp |
| Annual return | 12.07% | 6.30%+5.8pp | 22.78%-10.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $7,677 | $2,400+219.9% | $3,574+114.8% | $2,281+236.6% |
| Participant deferral / active EE | $6,702 | $2,709+147.4% | $3,712+80.5% | $3,203+109.2% |
| Admin fee / account holder | $193 | $3,581-94.6% | $5,333-96.4% | $4,296-95.5% |