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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,888 | $87,834+88.9% | $133,975+23.8% | $62,881+163.8% |
| Participation rate | 76.0% | 83.4%-7.4pp | 87.1%-11.1pp | 69.3%+6.7pp |
| Annual return | 7.12% | 12.05%-4.9pp | 29.29%-22.2pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,546 | $3,482+1.8% | $5,211-32.0% | $2,281+55.5% |
| Participant deferral / active EE | $9,094 | $4,812+89.0% | $6,282+44.8% | $3,203+183.9% |
| Admin fee / account holder | $0 | $5,372-100.0% | $9,324-100.0% | $4,296-100.0% |