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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,694 | $57,065+153.6% | $75,670+91.2% | $70,131+106.3% |
| Participation rate | 75.0% | 68.1%+6.9pp | 72.3%+2.7pp | 69.5%+5.5pp |
| Annual return | 15.06% | 23.57%-8.5pp | 27.34%-12.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,100 | $1,817+70.7% | $2,352+31.8% | $2,342+32.3% |
| Participant deferral / active EE | $3,744 | $2,580+45.1% | $3,142+19.2% | $3,332+12.4% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |