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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,390 | $71,230+66.2% | $93,727+26.3% | $80,959+46.2% |
| Participation rate | 91.1% | 60.4%+30.7pp | 68.7%+22.4pp | 67.7%+23.4pp |
| Annual return | 16.00% | 11.26%+4.7pp | 133.83%-117.8pp | 35.67%-19.7pp |
| Employer contribution / active EE | $2,412 | $1,565+54.1% | $2,421-0.4% | $2,757-12.5% |
| Participant deferral / active EE | $4,298 | $4,037+6.4% | $4,417-2.7% | $4,300-0.1% |
| Admin fee / account holder | $296 | $6,961-95.7% | $8,292-96.4% | $6,925-95.7% |