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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,152 | $76,407+44.2% | $150,298-26.7% | $82,448+33.6% |
| Participation rate | 75.0% | 66.4%+8.6pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 17.33% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $6,916 | $2,614+164.6% | $4,154+66.5% | $2,551+171.1% |
| Participant deferral / active EE | $9,760 | $3,214+203.6% | $5,453+79.0% | $4,139+135.8% |
| Admin fee / account holder | $114 | $6,352-98.2% | $14,116-99.2% | $7,234-98.4% |