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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,717 | $59,839+43.2% | $81,991+4.5% | $79,852+7.3% |
| Participation rate | 80.8% | 61.6%+19.2pp | 69.3%+11.5pp | 69.6%+11.1pp |
| Annual return | 14.60% | 17.56%-3.0pp | 41.31%-26.7pp | 31.72%-17.1pp |
| Employer contribution / active EE | $4,227 | $1,713+146.7% | $2,498+69.2% | $2,471+71.1% |
| Participant deferral / active EE | $3,921 | $2,695+45.5% | $3,722+5.3% | $3,740+4.8% |
| Admin fee / account holder | $293 | $4,287-93.2% | $5,665-94.8% | $5,306-94.5% |