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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,240 | $76,551+20.5% | $123,894-25.5% | $62,881+46.7% |
| Participation rate | 89.3% | 73.0%+16.3pp | 81.4%+7.9pp | 69.3%+20.0pp |
| Annual return | 10.99% | 18.68%-7.7pp | 47.52%-36.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $3,381 | $2,882+17.3% | $4,617-26.8% | $2,281+48.2% |
| Participant deferral / active EE | $6,567 | $4,840+35.7% | $5,984+9.7% | $3,203+105.0% |
| Admin fee / account holder | $26 | $4,826-99.5% | $8,357-99.7% | $4,296-99.4% |