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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,695 | $95,453+9.7% | $112,040-6.6% | $82,448+27.0% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.5%+7.4pp | 68.1%+15.8pp |
| Annual return | 18.08% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,425 | $2,318+47.8% | $2,954+16.0% | $2,551+34.3% |
| Participant deferral / active EE | $6,061 | $4,224+43.5% | $5,098+18.9% | $4,139+46.4% |
| Admin fee / account holder | $140 | $9,013-98.4% | $12,098-98.8% | $7,234-98.1% |