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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,390 | $71,057+66.6% | $93,654+26.4% | $80,874+46.4% |
| Participation rate | 91.1% | 60.4%+30.7pp | 68.7%+22.4pp | 67.6%+23.5pp |
| Annual return | 16.00% | 11.26%+4.7pp | 133.34%-117.3pp | 35.62%-19.6pp |
| Employer contribution / active EE | $2,412 | $1,564+54.3% | $2,421-0.3% | $2,756-12.5% |
| Participant deferral / active EE | $4,298 | $4,034+6.5% | $4,413-2.6% | $4,2970% |
| Admin fee / account holder | $296 | $6,944-95.7% | $8,282-96.4% | $6,935-95.7% |