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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,718 | $99,345+26.5% | $84,753+48.3% | $273,972-54.1% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 8.33% | 22.93%-14.6pp | 22.78%-14.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,739 | $4,214-35.0% | $3,574-23.4% | $4,869-43.8% |
| Participant deferral / active EE | $2,260 | $4,270-47.1% | $3,712-39.1% | $5,287-57.2% |
| Admin fee / account holder | $94 | $6,645-98.6% | $5,333-98.2% | $10,133-99.1% |