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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,590 | $81,262+53.3% | $155,602-19.9% | $80,911+54.0% |
| Participation rate | 77.6% | 66.2%+11.3pp | 78.2%-0.7pp | 67.6%+9.9pp |
| Annual return | 17.60% | 33.34%-15.7pp | 64.81%-47.2pp | 35.63%-18.0pp |
| Employer contribution / active EE | $1,122 | $3,102-63.8% | $4,675-76.0% | $2,756-59.3% |
| Participant deferral / active EE | $3,795 | $3,451+9.9% | $5,629-32.6% | $4,297-11.7% |
| Admin fee / account holder | $2 | $7,992-100.0% | $15,923-100.0% | $6,935-100.0% |