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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,761 | $76,371+31.9% | $93,621+7.6% | $72,975+38.1% |
| Participation rate | 94.9% | 71.8%+23.1pp | 75.8%+19.0pp | 69.5%+25.4pp |
| Annual return | 25.15% | 25.82%-0.7pp | 32.76%-7.6pp | 81.01%-55.9pp |
| Employer contribution / active EE | $1,668 | $2,276-26.7% | $2,719-38.7% | $2,440-31.7% |
| Participant deferral / active EE | $5,094 | $3,538+43.9% | $4,070+25.2% | $3,608+41.2% |
| Admin fee / account holder | $61 | $6,839-99.1% | $7,890-99.2% | $5,124-98.8% |