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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,171 | $99,875+109.4% | $146,866+42.4% | $86,983+140.5% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.5%+8.2pp |
| Annual return | 18.76% | 28.10%-9.3pp | 102.85%-84.1pp | 25.83%-7.1pp |
| Employer contribution / active EE | $3,633 | $3,224+12.7% | $4,425-17.9% | $2,584+40.6% |
| Participant deferral / active EE | $9,792 | $6,322+54.9% | $7,759+26.2% | $4,194+133.5% |
| Admin fee / account holder | $202 | $7,838-97.4% | $13,620-98.5% | $7,856-97.4% |