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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,629 | $88,707+91.2% | $74,184+128.7% | $273,972-38.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 6.60% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.9pp |
| Employer contribution / active EE | $4,314 | $3,159+36.5% | $2,370+82.0% | $4,869-11.4% |
| Participant deferral / active EE | $11,531 | $4,212+173.8% | $3,550+224.8% | $5,287+118.1% |
| Admin fee / account holder | $10 | $8,717-99.9% | $5,586-99.8% | $10,133-99.9% |