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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,073 | $153,769-40.1% | $133,975-31.3% | $273,972-66.4% |
| Participation rate | 94.1% | 88.4%+5.8pp | 87.1%+7.1pp | 83.0%+11.1pp |
| Annual return | 7.13% | 36.51%-29.4pp | 29.29%-22.2pp | 41.46%-34.3pp |
| Employer contribution / active EE | $6,600 | $6,029+9.5% | $5,211+26.6% | $4,869+35.6% |
| Participant deferral / active EE | $13,824 | $6,958+98.7% | $6,282+120.1% | $5,287+161.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |