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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,390 | $71,197+66.3% | $93,669+26.4% | $80,925+46.3% |
| Participation rate | 91.1% | 60.4%+30.7pp | 68.7%+22.4pp | 67.7%+23.5pp |
| Annual return | 16.00% | 11.27%+4.7pp | 133.59%-117.6pp | 35.65%-19.7pp |
| Employer contribution / active EE | $2,412 | $1,565+54.2% | $2,424-0.5% | $2,756-12.5% |
| Participant deferral / active EE | $4,298 | $4,036+6.5% | $4,416-2.7% | $4,2990% |
| Admin fee / account holder | $296 | $6,959-95.7% | $8,291-96.4% | $6,940-95.7% |