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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,953 | $93,064-5.5% | $74,577+17.9% | $273,972-67.9% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 10.31% | 26.18%-15.9pp | 20.47%-10.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $5,354 | $3,160+69.4% | $2,525+112.0% | $4,869+10.0% |
| Participant deferral / active EE | $17,159 | $4,160+312.4% | $3,458+396.2% | $5,287+224.5% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |