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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,222 | $91,424+42.4% | $135,942-4.2% | $71,495+82.1% |
| Participation rate | 93.1% | 75.7%+17.5pp | 81.9%+11.2pp | 67.9%+25.2pp |
| Annual return | 24.80% | 29.90%-5.1pp | 68.28%-43.5pp | 28.85%-4.0pp |
| Employer contribution / active EE | $4,364 | $3,704+17.8% | $4,858-10.2% | $2,589+68.5% |
| Participant deferral / active EE | $9,258 | $7,092+30.5% | $7,759+19.3% | $4,291+115.8% |
| Admin fee / account holder | $232 | $1,266-81.7% | $10,764-97.8% | $1,588-85.4% |