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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,305 | $81,358+51.6% | $155,556-20.7% | $80,959+52.3% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 16.10% | 33.39%-17.3pp | 64.84%-48.7pp | 35.67%-19.6pp |
| Employer contribution / active EE | $718 | $3,106-76.9% | $4,675-84.6% | $2,757-74.0% |
| Participant deferral / active EE | $5,924 | $3,455+71.5% | $5,631+5.2% | $4,300+37.8% |
| Admin fee / account holder | $281 | $7,994-96.5% | $15,885-98.2% | $6,925-95.9% |