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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,803 | $80,992+126.9% | $96,534+90.4% | $75,173+144.5% |
| Participation rate | 72.0% | 71.8%+0.2pp | 76.0%-4.0pp | 67.2%+4.8pp |
| Annual return | 18.48% | 27.05%-8.6pp | 25.88%-7.4pp | 160.72%-142.2pp |
| Employer contribution / active EE | $3,556 | $2,283+55.8% | $2,965+19.9% | $2,671+33.2% |
| Participant deferral / active EE | $5,253 | $3,929+33.7% | $4,851+8.3% | $4,126+27.3% |
| Admin fee / account holder | $51 | $6,717-99.2% | $8,253-99.4% | $5,651-99.1% |