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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,245 | $73,981+185.5% | $105,754+99.8% | $62,881+235.9% |
| Participation rate | 83.9% | 71.7%+12.2pp | 78.9%+5.0pp | 69.3%+14.6pp |
| Annual return | 6.80% | 17.60%-10.8pp | 12.25%-5.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,062 | $2,856+42.2% | $4,079-0.4% | $2,281+78.1% |
| Participant deferral / active EE | $10,444 | $4,038+158.6% | $5,326+96.1% | $3,203+226.1% |
| Admin fee / account holder | $59 | $5,976-99.0% | $8,309-99.3% | $4,296-98.6% |