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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,765 | $95,453+41.2% | $112,040+20.3% | $82,448+63.5% |
| Participation rate | 81.1% | 72.8%+8.4pp | 76.5%+4.6pp | 68.1%+13.1pp |
| Annual return | 15.63% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $7,972 | $2,318+243.9% | $2,954+169.9% | $2,551+212.5% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $220 | $9,013-97.6% | $12,098-98.2% | $7,234-97.0% |