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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,317 | $60,349+38.1% | $74,184+12.3% | $62,881+32.5% |
| Participation rate | 96.4% | 72.7%+23.7pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 8.58% | 21.38%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,339 | $1,680+39.2% | $2,370-1.3% | $2,281+2.5% |
| Participant deferral / active EE | $5,523 | $2,856+93.4% | $3,550+55.6% | $3,203+72.4% |
| Admin fee / account holder | $89 | $4,261-97.9% | $5,586-98.4% | $4,296-97.9% |