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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,753 | $56,894+180.8% | $84,753+88.5% | $62,881+154.1% |
| Participation rate | 96.9% | 68.5%+28.3pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 8.86% | 6.30%+2.6pp | 22.78%-13.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $6,206 | $2,400+158.6% | $3,574+73.6% | $2,281+172.1% |
| Participant deferral / active EE | $3,354 | $2,709+23.8% | $3,712-9.6% | $3,203+4.7% |
| Admin fee / account holder | $268 | $3,581-92.5% | $5,333-95.0% | $4,296-93.8% |