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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,049 | $60,349+178.5% | $74,184+126.5% | $62,881+167.3% |
| Participation rate | 96.3% | 72.7%+23.6pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 9.10% | 21.38%-12.3pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $3,077 | $1,680+83.1% | $2,370+29.8% | $2,281+34.9% |
| Participant deferral / active EE | $3,154 | $2,856+10.4% | $3,550-11.1% | $3,203-1.5% |
| Admin fee / account holder | $35 | $4,261-99.2% | $5,586-99.4% | $4,296-99.2% |