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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,546 | $94,833+5.0% | $75,731+31.4% | $86,821+14.7% |
| Participation rate | 94.8% | 79.1%+15.7pp | 74.8%+20.0pp | 72.3%+22.5pp |
| Annual return | 13.27% | 16.91%-3.6pp | 104.65%-91.4pp | 97.94%-84.7pp |
| Employer contribution / active EE | $1,894 | $2,904-34.8% | $2,743-31.0% | $2,406-21.3% |
| Participant deferral / active EE | $2,213 | $3,632-39.1% | $3,820-42.1% | $4,132-46.4% |
| Admin fee / account holder | $0 | $109-100.0% | $3,620-100.0% | $170-100.0% |