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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,732 | $101,778+71.7% | $164,975+5.9% | $80,925+115.9% |
| Participation rate | 76.9% | 71.8%+5.1pp | 78.6%-1.7pp | 67.7%+9.3pp |
| Annual return | 18.49% | 16.73%+1.8pp | 70.12%-51.6pp | 35.65%-17.2pp |
| Employer contribution / active EE | $3,472 | $2,954+17.5% | $4,343-20.1% | $2,756+26.0% |
| Participant deferral / active EE | $8,196 | $4,477+83.1% | $6,033+35.8% | $4,299+90.7% |
| Admin fee / account holder | $38 | $8,221-99.5% | $12,688-99.7% | $6,940-99.5% |