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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,536 | $71,215+31.3% | $93,696-0.2% | $80,935+15.6% |
| Participation rate | 85.7% | 60.4%+25.3pp | 68.7%+17.0pp | 67.7%+18.1pp |
| Annual return | 16.26% | 11.27%+5.0pp | 133.74%-117.5pp | 35.66%-19.4pp |
| Employer contribution / active EE | $1,595 | $1,565+1.9% | $2,422-34.2% | $2,757-42.2% |
| Participant deferral / active EE | $5,155 | $4,037+27.7% | $4,417+16.7% | $4,299+19.9% |
| Admin fee / account holder | $271 | $6,958-96.1% | $8,287-96.7% | $6,924-96.1% |