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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,765 | $97,550+38.1% | $120,344+12.0% | $87,485+54.0% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.7%+4.4pp | 68.9%+12.2pp |
| Annual return | 15.63% | 18.41%-2.8pp | 20.30%-4.7pp | 26.06%-10.4pp |
| Employer contribution / active EE | $7,972 | $2,291+248.0% | $3,020+164.0% | $2,596+207.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $220 | $9,543-97.7% | $12,742-98.3% | $7,775-97.2% |