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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,305 | $81,262+51.7% | $155,602-20.8% | $80,911+52.4% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 16.10% | 33.34%-17.2pp | 64.81%-48.7pp | 35.63%-19.5pp |
| Employer contribution / active EE | $718 | $3,102-76.9% | $4,675-84.6% | $2,756-74.0% |
| Participant deferral / active EE | $5,924 | $3,451+71.6% | $5,629+5.3% | $4,297+37.9% |
| Admin fee / account holder | $281 | $7,992-96.5% | $15,923-98.2% | $6,935-95.9% |