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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,431 | $86,949+36.2% | $102,460+15.6% | $80,959+46.3% |
| Participation rate | 74.1% | 72.4%+1.8pp | 76.5%-2.4pp | 67.7%+6.5pp |
| Annual return | 13.93% | 18.89%-5.0pp | 29.47%-15.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $6,488 | $2,370+173.8% | $3,025+114.5% | $2,757+135.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $151 | $8,048-98.1% | $9,460-98.4% | $6,925-97.8% |