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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,661 | $76,551+26.3% | $123,894-22.0% | $62,881+53.7% |
| Participation rate | 97.2% | 73.0%+24.2pp | 81.4%+15.8pp | 69.3%+27.9pp |
| Annual return | 8.72% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,632 | $2,882+26.0% | $4,617-21.3% | $2,281+59.2% |
| Participant deferral / active EE | $6,859 | $4,840+41.7% | $5,984+14.6% | $3,203+114.2% |
| Admin fee / account holder | $47 | $4,826-99.0% | $8,357-99.4% | $4,296-98.9% |