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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,845 | $83,485+41.2% | $125,195-5.9% | $72,976+61.5% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.5%+0.5pp |
| Annual return | 24.42% | 25.77%-1.3pp | 43.79%-19.4pp | 81.02%-56.6pp |
| Employer contribution / active EE | $4,546 | $2,346+93.8% | $3,866+17.6% | $2,440+86.3% |
| Participant deferral / active EE | $7,398 | $3,586+106.3% | $4,937+49.8% | $3,608+105.1% |
| Admin fee / account holder | $158 | $5,518-97.1% | $9,704-98.4% | $5,124-96.9% |