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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,396 | $65,582+11.9% | $64,101+14.5% | $71,511+2.6% |
| Participation rate | 98.5% | 73.2%+25.3pp | 72.3%+26.2pp | 67.9%+30.6pp |
| Annual return | 18.14% | 18.96%-0.8pp | 33.72%-15.6pp | 28.86%-10.7pp |
| Employer contribution / active EE | $1,427 | $2,671-46.6% | $2,749-48.1% | $2,589-44.9% |
| Participant deferral / active EE | $5,766 | $3,628+58.9% | $3,881+48.6% | $4,291+34.4% |
| Admin fee / account holder | $5 | $616-99.2% | $3,070-99.8% | $1,588-99.7% |