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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,472 | $43,075+130.9% | $74,577+33.4% | $62,881+58.2% |
| Participation rate | 70.4% | 58.1%+12.3pp | 68.1%+2.3pp | 69.3%+1.1pp |
| Annual return | 6.93% | 17.50%-10.6pp | 20.47%-13.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $989 | $1,498-33.9% | $2,525-60.8% | $2,281-56.6% |
| Participant deferral / active EE | $4,714 | $2,389+97.3% | $3,458+36.3% | $3,203+47.2% |
| Admin fee / account holder | $59 | $2,840-97.9% | $4,138-98.6% | $4,296-98.6% |