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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,511 | $86,938+35.2% | $102,423+14.7% | $80,925+45.2% |
| Participation rate | 94.7% | 72.4%+22.4pp | 76.5%+18.2pp | 67.7%+27.1pp |
| Annual return | 14.59% | 18.89%-4.3pp | 29.42%-14.8pp | 35.65%-21.1pp |
| Employer contribution / active EE | $5,248 | $2,369+121.5% | $3,023+73.6% | $2,756+90.4% |
| Participant deferral / active EE | $15,199 | $4,120+268.9% | $5,054+200.7% | $4,299+253.6% |
| Admin fee / account holder | $6 | $8,053-99.9% | $9,455-99.9% | $6,940-99.9% |