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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,359 | $76,551+119.9% | $123,894+35.9% | $62,881+167.7% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 8.66% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $4,615 | $2,882+60.1% | $4,6170% | $2,281+102.3% |
| Participant deferral / active EE | $5,744 | $4,840+18.7% | $5,984-4.0% | $3,203+79.3% |
| Admin fee / account holder | $81 | $4,826-98.3% | $8,357-99.0% | $4,296-98.1% |