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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,622 | $80,985+45.2% | $96,576+21.8% | $75,181+56.5% |
| Participation rate | 73.3% | 71.8%+1.6pp | 76.0%-2.6pp | 67.2%+6.1pp |
| Annual return | 32.09% | 27.05%+5.0pp | 25.87%+6.2pp | 160.69%-128.6pp |
| Employer contribution / active EE | $3,237 | $2,282+41.8% | $2,965+9.2% | $2,671+21.2% |
| Participant deferral / active EE | $6,518 | $3,929+65.9% | $4,851+34.4% | $4,126+58.0% |
| Admin fee / account holder | $190 | $6,719-97.2% | $8,253-97.7% | $5,650-96.6% |