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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,877 | $147,556+19.2% | $129,031+36.3% | $198,609-11.4% |
| Participation rate | 75.0% | 77.2%-2.2pp | 73.4%+1.6pp | 82.4%-7.4pp |
| Annual return | 14.16% | 37.41%-23.2pp | 34.67%-20.5pp | 202.70%-188.5pp |
| Employer contribution / active EE | $25,492 | $3,645+599.4% | $3,226+690.2% | $5,055+404.3% |
| Participant deferral / active EE | $12,060 | $5,760+109.4% | $5,217+131.2% | $6,977+72.9% |
| Admin fee / account holder | $49 | $15,467-99.7% | $13,208-99.6% | $19,030-99.7% |