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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,460 | $77,638+64.2% | $156,551-18.6% | $62,881+102.7% |
| Participation rate | 91.2% | 71.2%+20.0pp | 84.0%+7.2pp | 69.3%+21.9pp |
| Annual return | 5.96% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,003 | $3,444-12.8% | $5,501-45.4% | $2,281+31.6% |
| Participant deferral / active EE | $6,992 | $3,046+129.6% | $4,871+43.5% | $3,203+118.3% |
| Admin fee / account holder | $144 | $5,561-97.4% | $13,028-98.9% | $4,296-96.7% |