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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,384 | $83,061+194.2% | $126,068+93.9% | $94,015+159.9% |
| Participation rate | 95.0% | 81.2%+13.8pp | 84.7%+10.3pp | 70.8%+24.2pp |
| Annual return | 18.20% | 20.41%-2.2pp | 15.01%+3.2pp | 17.84%+0.4pp |
| Employer contribution / active EE | $4,742 | $2,864+65.6% | $3,968+19.5% | $2,790+70.0% |
| Participant deferral / active EE | $13,103 | $7,042+86.1% | $8,214+59.5% | $4,249+208.4% |
| Admin fee / account holder | $204 | $7,208-97.2% | $18,264-98.9% | $8,951-97.7% |