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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,125 | $124,425+41.6% | $112,040+57.2% | $137,256+28.3% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 15.07% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $8,574 | $3,411+151.3% | $2,954+190.3% | $4,156+106.3% |
| Participant deferral / active EE | $12,267 | $5,718+114.5% | $5,098+140.6% | $6,407+91.5% |
| Admin fee / account holder | $190 | $15,207-98.7% | $12,098-98.4% | $12,270-98.4% |