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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,715 | $61,660+123.3% | $80,022+72.1% | $64,173+114.6% |
| Participation rate | 87.1% | 71.7%+15.4pp | 75.8%+11.3pp | 69.6%+17.5pp |
| Annual return | 10.48% | -0.33%+10.8pp | 11.22%-0.7pp | 7.63%+2.8pp |
| Employer contribution / active EE | $2,614 | $1,810+44.4% | $2,468+5.9% | $2,381+9.8% |
| Participant deferral / active EE | $6,486 | $2,968+118.6% | $3,686+76.0% | $3,470+86.9% |
| Admin fee / account holder | $207 | $5,417-96.2% | $6,521-96.8% | $4,887-95.8% |