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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,243 | $81,504+83.1% | $102,437+45.7% | $80,959+84.3% |
| Participation rate | 90.4% | 66.9%+23.6pp | 74.5%+15.9pp | 67.7%+22.7pp |
| Annual return | 12.10% | 25.60%-13.5pp | 24.95%-12.9pp | 35.67%-23.6pp |
| Employer contribution / active EE | $10,700 | $3,104+244.8% | $3,871+176.4% | $2,757+288.1% |
| Participant deferral / active EE | $3,949 | $3,871+2.0% | $5,060-22.0% | $4,300-8.2% |
| Admin fee / account holder | $30 | $6,719-99.6% | $8,388-99.6% | $6,925-99.6% |