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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,853 | $86,922+129.9% | $102,438+95.1% | $80,874+147.1% |
| Participation rate | 72.4% | 72.4%0pp | 76.5%-4.1pp | 67.6%+4.8pp |
| Annual return | 10.57% | 18.90%-8.3pp | 29.37%-18.8pp | 35.62%-25.0pp |
| Employer contribution / active EE | $3,516 | $2,369+48.4% | $3,024+16.3% | $2,756+27.6% |
| Participant deferral / active EE | $9,321 | $4,119+126.3% | $5,054+84.4% | $4,297+116.9% |
| Admin fee / account holder | $8 | $8,050-99.9% | $9,448-99.9% | $6,935-99.9% |