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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,305 | $81,276+51.7% | $155,574-20.7% | $80,925+52.4% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 16.10% | 33.36%-17.3pp | 64.87%-48.8pp | 35.65%-19.5pp |
| Employer contribution / active EE | $718 | $3,103-76.9% | $4,676-84.6% | $2,756-74.0% |
| Participant deferral / active EE | $5,924 | $3,453+71.6% | $5,629+5.2% | $4,299+37.8% |
| Admin fee / account holder | $281 | $7,993-96.5% | $15,914-98.2% | $6,940-96.0% |