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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,624 | $106,749+1.8% | $145,433-25.3% | $82,448+31.7% |
| Participation rate | 83.1% | 75.6%+7.5pp | 82.1%+1.0pp | 68.1%+15.1pp |
| Annual return | 18.95% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $4,740 | $3,444+37.6% | $4,554+4.1% | $2,551+85.8% |
| Participant deferral / active EE | $10,543 | $6,519+61.7% | $7,897+33.5% | $4,139+154.7% |
| Admin fee / account holder | $181 | $8,390-97.8% | $13,129-98.6% | $7,234-97.5% |