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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,949 | $83,061+21.5% | $126,068-19.9% | $94,015+7.4% |
| Participation rate | 75.7% | 81.2%-5.5pp | 84.7%-9.0pp | 70.8%+4.9pp |
| Annual return | 19.95% | 20.41%-0.5pp | 15.01%+4.9pp | 17.84%+2.1pp |
| Employer contribution / active EE | $1,267 | $2,864-55.7% | $3,968-68.1% | $2,790-54.6% |
| Participant deferral / active EE | $9,271 | $7,042+31.6% | $8,214+12.9% | $4,249+118.2% |
| Admin fee / account holder | $0 | $7,208-100.0% | $18,264-100.0% | $8,951-100.0% |