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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,464 | $96,558+36.2% | $80,977+62.3% | $273,972-52.0% |
| Participation rate | 83.3% | 79.1%+4.3pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 9.32% | 15.14%-5.8pp | 17.11%-7.8pp | 41.46%-32.1pp |
| Employer contribution / active EE | $9,321 | $4,869+91.4% | $3,715+150.9% | $4,869+91.4% |
| Participant deferral / active EE | $8,054 | $6,598+22.1% | $5,696+41.4% | $5,287+52.3% |
| Admin fee / account holder | $248 | $7,493-96.7% | $5,517-95.5% | $10,133-97.5% |