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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,748 | $76,551+26.4% | $123,894-21.9% | $62,881+53.9% |
| Participation rate | 98.1% | 73.0%+25.1pp | 81.4%+16.7pp | 69.3%+28.8pp |
| Annual return | 6.82% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,229 | $2,882-22.7% | $4,617-51.7% | $2,281-2.3% |
| Participant deferral / active EE | $4,669 | $4,840-3.5% | $5,984-22.0% | $3,203+45.8% |
| Admin fee / account holder | $133 | $4,826-97.3% | $8,357-98.4% | $4,296-96.9% |