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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,590 | $81,276+53.3% | $155,574-19.9% | $80,925+54.0% |
| Participation rate | 77.6% | 66.2%+11.3pp | 78.2%-0.7pp | 67.7%+9.9pp |
| Annual return | 17.60% | 33.36%-15.8pp | 64.87%-47.3pp | 35.65%-18.1pp |
| Employer contribution / active EE | $1,122 | $3,103-63.8% | $4,676-76.0% | $2,756-59.3% |
| Participant deferral / active EE | $3,795 | $3,453+9.9% | $5,629-32.6% | $4,299-11.7% |
| Admin fee / account holder | $2 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |