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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,125 | $138,312+27.3% | $122,979+43.2% | $155,188+13.5% |
| Participation rate | 91.7% | 80.2%+11.5pp | 77.2%+14.5pp | 80.8%+10.9pp |
| Annual return | 15.07% | 22.06%-7.0pp | 20.12%-5.0pp | 148.84%-133.8pp |
| Employer contribution / active EE | $8,574 | $3,530+142.9% | $3,062+180.0% | $4,248+101.9% |
| Participant deferral / active EE | $12,267 | $5,592+119.3% | $5,003+145.2% | $6,531+87.8% |
| Admin fee / account holder | $190 | $15,089-98.7% | $12,864-98.5% | $14,480-98.7% |