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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,624 | $106,524+2.0% | $152,301-28.7% | $87,485+24.2% |
| Participation rate | 83.1% | 75.8%+7.4pp | 82.4%+0.7pp | 68.9%+14.2pp |
| Annual return | 18.95% | 26.89%-7.9pp | 80.50%-61.6pp | 26.06%-7.1pp |
| Employer contribution / active EE | $4,740 | $3,371+40.6% | $4,624+2.5% | $2,596+82.6% |
| Participant deferral / active EE | $10,543 | $6,525+61.6% | $8,004+31.7% | $4,274+146.7% |
| Admin fee / account holder | $181 | $8,287-97.8% | $14,398-98.7% | $7,775-97.7% |