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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,511 | $86,940+35.2% | $102,434+14.7% | $80,935+45.2% |
| Participation rate | 94.7% | 72.4%+22.3pp | 76.5%+18.2pp | 67.7%+27.1pp |
| Annual return | 14.59% | 18.89%-4.3pp | 29.46%-14.9pp | 35.66%-21.1pp |
| Employer contribution / active EE | $5,248 | $2,370+121.5% | $3,023+73.6% | $2,757+90.4% |
| Participant deferral / active EE | $15,199 | $4,121+268.8% | $5,055+200.7% | $4,299+253.5% |
| Admin fee / account holder | $6 | $8,047-99.9% | $9,462-99.9% | $6,924-99.9% |