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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,865 | $93,598-4.0% | $135,974-33.9% | $75,173+19.5% |
| Participation rate | 95.8% | 75.2%+20.6pp | 81.9%+13.9pp | 67.2%+28.6pp |
| Annual return | 20.43% | 30.89%-10.5pp | 68.30%-47.9pp | 160.72%-140.3pp |
| Employer contribution / active EE | $5,225 | $3,538+47.7% | $4,859+7.5% | $2,671+95.6% |
| Participant deferral / active EE | $8,149 | $6,405+27.2% | $7,760+5.0% | $4,126+97.5% |
| Admin fee / account holder | $240 | $6,978-96.6% | $10,767-97.8% | $5,651-95.8% |