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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,962 | $70,475+53.2% | $100,530+7.4% | $79,858+35.2% |
| Participation rate | 91.7% | 73.7%+18.0pp | 79.4%+12.3pp | 69.6%+22.0pp |
| Annual return | 18.50% | 21.90%-3.4pp | 30.89%-12.4pp | 31.72%-13.2pp |
| Employer contribution / active EE | $868 | $2,165-59.9% | $3,418-74.6% | $2,471-64.9% |
| Participant deferral / active EE | $7,759 | $5,181+49.8% | $6,271+23.7% | $3,740+107.5% |
| Admin fee / account holder | $120 | $4,478-97.3% | $8,083-98.5% | $5,306-97.7% |