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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,171 | $106,749+95.9% | $145,433+43.8% | $82,448+153.7% |
| Participation rate | 77.8% | 75.6%+2.1pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 18.76% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,633 | $3,444+5.5% | $4,554-20.2% | $2,551+42.4% |
| Participant deferral / active EE | $9,792 | $6,519+50.2% | $7,897+24.0% | $4,139+136.6% |
| Admin fee / account holder | $202 | $8,390-97.6% | $13,129-98.5% | $7,234-97.2% |