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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,182 | $130,294-33.1% | $170,043-48.7% | $71,511+21.9% |
| Participation rate | 97.8% | 86.2%+11.6pp | 87.0%+10.8pp | 67.9%+29.8pp |
| Annual return | 17.50% | 20.36%-2.9pp | 53.40%-35.9pp | 28.86%-11.4pp |
| Employer contribution / active EE | $5,912 | $4,385+34.8% | $6,790-12.9% | $2,589+128.3% |
| Participant deferral / active EE | $9,681 | $6,928+39.8% | $10,410-7.0% | $4,291+125.6% |
| Admin fee / account holder | $106 | $966-89.0% | $12,824-99.2% | $1,588-93.3% |