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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,488 | $96,558+111.8% | $80,977+152.5% | $273,972-25.4% |
| Participation rate | 91.7% | 79.1%+12.6pp | 75.8%+15.9pp | 83.0%+8.7pp |
| Annual return | 8.54% | 15.14%-6.6pp | 17.11%-8.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $917 | $4,869-81.2% | $3,715-75.3% | $4,869-81.2% |
| Participant deferral / active EE | $10,874 | $6,598+64.8% | $5,696+90.9% | $5,287+105.7% |
| Admin fee / account holder | $240 | $7,493-96.8% | $5,517-95.6% | $10,133-97.6% |