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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,695 | $97,550+7.3% | $120,344-13.0% | $87,485+19.7% |
| Participation rate | 83.9% | 72.8%+11.0pp | 76.7%+7.2pp | 68.9%+14.9pp |
| Annual return | 18.08% | 18.41%-0.3pp | 20.30%-2.2pp | 26.06%-8.0pp |
| Employer contribution / active EE | $3,425 | $2,291+49.5% | $3,020+13.4% | $2,596+31.9% |
| Participant deferral / active EE | $6,061 | $4,230+43.3% | $5,135+18.0% | $4,274+41.8% |
| Admin fee / account holder | $140 | $9,543-98.5% | $12,742-98.9% | $7,775-98.2% |