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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,453 | $106,749-2.2% | $145,433-28.2% | $82,448+26.7% |
| Participation rate | 94.1% | 75.6%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 20.73% | 27.59%-6.9pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $4,713 | $3,444+36.8% | $4,554+3.5% | $2,551+84.8% |
| Participant deferral / active EE | $9,942 | $6,519+52.5% | $7,897+25.9% | $4,139+140.2% |
| Admin fee / account holder | $283 | $8,390-96.6% | $13,129-97.8% | $7,234-96.1% |