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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,001 | $67,602+28.7% | $82,312+5.7% | $70,126+24.1% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.1pp |
| Annual return | 17.68% | 21.57%-3.9pp | 25.88%-8.2pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,620 | $1,755-7.7% | $2,428-33.3% | $2,343-30.8% |
| Participant deferral / active EE | $5,794 | $2,987+94.0% | $3,706+56.3% | $3,332+73.9% |
| Admin fee / account holder | $279 | $4,512-93.8% | $5,608-95.0% | $4,645-94.0% |