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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,278 | $153,769-50.4% | $133,975-43.1% | $273,972-72.2% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.1%+8.8pp | 83.0%+12.8pp |
| Annual return | 10.08% | 36.51%-26.4pp | 29.29%-19.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $6,432 | $6,029+6.7% | $5,211+23.4% | $4,869+32.1% |
| Participant deferral / active EE | $14,565 | $6,958+109.3% | $6,282+131.9% | $5,287+175.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |