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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,125 | $126,661+39.1% | $113,397+55.3% | $138,895+26.8% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.5%+15.2pp | 79.9%+11.7pp |
| Annual return | 15.07% | 25.05%-10.0pp | 23.20%-8.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $8,574 | $3,456+148.1% | $2,977+188.0% | $4,194+104.4% |
| Participant deferral / active EE | $12,267 | $5,693+115.5% | $5,076+141.6% | $6,396+91.8% |
| Admin fee / account holder | $190 | $14,549-98.7% | $11,957-98.4% | $12,562-98.5% |