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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,772 | $87,166+5.3% | $76,735+19.6% | $137,256-33.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.39% | 26.50%-11.1pp | 29.77%-14.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,294 | $2,904+13.4% | $2,454+34.2% | $4,156-20.7% |
| Participant deferral / active EE | $14,540 | $4,726+207.6% | $4,088+255.7% | $6,407+126.9% |
| Admin fee / account holder | $278 | $8,403-96.7% | $7,189-96.1% | $12,270-97.7% |