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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,743 | $65,712+29.0% | $57,196+48.2% | $273,972-69.1% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 11.29% | 22.01%-10.7pp | 14.59%-3.3pp | 41.46%-30.2pp |
| Employer contribution / active EE | $2,385 | $3,280-27.3% | $2,683-11.1% | $4,869-51.0% |
| Participant deferral / active EE | $5,867 | $3,782+55.1% | $3,096+89.5% | $5,287+11.0% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |