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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,857 | $60,349+15.8% | $74,184-5.8% | $62,881+11.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 17.20% | 21.38%-4.2pp | 17.74%-0.5pp | 20.14%-2.9pp |
| Employer contribution / active EE | $3,454 | $1,680+105.6% | $2,370+45.7% | $2,281+51.4% |
| Participant deferral / active EE | $5,138 | $2,856+79.9% | $3,550+44.7% | $3,203+60.4% |
| Admin fee / account holder | $53 | $4,261-98.8% | $5,586-99.1% | $4,296-98.8% |