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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,233 | $76,551+121.1% | $123,894+36.6% | $62,881+169.1% |
| Participation rate | 82.0% | 73.0%+9.0pp | 81.4%+0.6pp | 69.3%+12.7pp |
| Annual return | 7.45% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,823 | $2,882+32.6% | $4,617-17.2% | $2,281+67.6% |
| Participant deferral / active EE | $9,791 | $4,840+102.3% | $5,984+63.6% | $3,203+205.7% |
| Admin fee / account holder | $220 | $4,826-95.4% | $8,357-97.4% | $4,296-94.9% |