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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,590 | $81,358+53.1% | $155,556-19.9% | $80,959+53.9% |
| Participation rate | 77.6% | 66.3%+11.3pp | 78.2%-0.7pp | 67.7%+9.9pp |
| Annual return | 17.60% | 33.39%-15.8pp | 64.84%-47.2pp | 35.67%-18.1pp |
| Employer contribution / active EE | $1,122 | $3,106-63.9% | $4,675-76.0% | $2,757-59.3% |
| Participant deferral / active EE | $3,795 | $3,455+9.8% | $5,631-32.6% | $4,300-11.8% |
| Admin fee / account holder | $2 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |