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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,709 | $69,305+19.3% | $82,312+0.5% | $69,631+18.8% |
| Participation rate | 99.4% | 80.3%+19.2pp | 76.9%+22.6pp | 70.7%+28.8pp |
| Annual return | 25.52% | 21.47%+4.1pp | 25.88%-0.4pp | 27571.02%-27545.5pp |
| Employer contribution / active EE | $1,327 | $1,887-29.6% | $2,428-45.3% | $2,032-34.7% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $6 | $97-94.3% | $5,608-99.9% | $110-95.0% |