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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,172 | $60,349+67.6% | $74,184+36.4% | $62,881+60.9% |
| Participation rate | 80.0% | 72.7%+7.3pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 7.81% | 21.38%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,713 | $1,680+1.9% | $2,370-27.7% | $2,281-24.9% |
| Participant deferral / active EE | $3,466 | $2,856+21.4% | $3,550-2.3% | $3,203+8.2% |
| Admin fee / account holder | $205 | $4,261-95.2% | $5,586-96.3% | $4,296-95.2% |