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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,570 | $51,708+71.3% | $106,619-16.9% | $62,881+40.9% |
| Participation rate | 77.4% | 66.9%+10.5pp | 78.0%-0.6pp | 69.3%+8.1pp |
| Annual return | 9.31% | 4.69%+4.6pp | 9.42%-0.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,089 | $1,764+18.4% | $3,947-47.1% | $2,281-8.4% |
| Participant deferral / active EE | $3,734 | $2,315+61.3% | $3,930-5.0% | $3,203+16.6% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |