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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,295 | $77,638+73.0% | $156,551-14.2% | $62,881+113.6% |
| Participation rate | 84.6% | 71.2%+13.4pp | 84.0%+0.6pp | 69.3%+15.3pp |
| Annual return | 9.28% | 50.33%-41.0pp | 32.23%-22.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $9,435 | $3,444+174.0% | $5,501+71.5% | $2,281+313.6% |
| Participant deferral / active EE | $1,778 | $3,046-41.6% | $4,871-63.5% | $3,203-44.5% |
| Admin fee / account holder | -$4,579 | $5,561-182.3% | $13,028-135.1% | $4,296-206.6% |