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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,865 | $153,311+16.0% | $109,313+62.7% | $273,972-35.1% |
| Participation rate | 92.9% | 80.1%+12.8pp | 71.3%+21.6pp | 83.0%+9.8pp |
| Annual return | 9.55% | 29.86%-20.3pp | 22.07%-12.5pp | 41.46%-31.9pp |
| Employer contribution / active EE | $10,816 | $5,619+92.5% | $3,892+177.9% | $4,869+122.1% |
| Participant deferral / active EE | $9,145 | $3,932+132.6% | $3,166+188.8% | $5,287+73.0% |
| Admin fee / account holder | $4 | $8,076-100.0% | $5,666-99.9% | $10,133-100.0% |