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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,590 | $81,233+53.4% | $155,567-19.9% | $80,874+54.1% |
| Participation rate | 77.6% | 66.2%+11.3pp | 78.2%-0.6pp | 67.6%+9.9pp |
| Annual return | 17.60% | 33.33%-15.7pp | 64.74%-47.1pp | 35.62%-18.0pp |
| Employer contribution / active EE | $1,122 | $3,101-63.8% | $4,674-76.0% | $2,756-59.3% |
| Participant deferral / active EE | $3,795 | $3,452+9.9% | $5,628-32.6% | $4,297-11.7% |
| Admin fee / account holder | $2 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |