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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,938 | $124,330+51.2% | $109,173+72.1% | $167,536+12.2% |
| Participation rate | 92.9% | 79.5%+13.4pp | 75.9%+17.0pp | 82.1%+10.7pp |
| Annual return | 11.70% | 26.04%-14.3pp | 25.75%-14.1pp | 478.82%-467.1pp |
| Employer contribution / active EE | $1,010 | $4,209-76.0% | $3,723-72.9% | $4,839-79.1% |
| Participant deferral / active EE | $6,545 | $5,256+24.5% | $4,654+40.6% | $6,342+3.2% |
| Admin fee / account holder | $248 | $7,974-96.9% | $6,755-96.3% | $12,315-98.0% |