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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,253 | $76,407+61.3% | $150,298-18.0% | $82,448+49.5% |
| Participation rate | 77.8% | 66.4%+11.4pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 16.18% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,322 | $2,614+27.1% | $4,154-20.0% | $2,551+30.2% |
| Participant deferral / active EE | $6,257 | $3,214+94.7% | $5,453+14.8% | $4,139+51.2% |
| Admin fee / account holder | $272 | $6,352-95.7% | $14,116-98.1% | $7,234-96.2% |