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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,514 | $72,027+35.4% | $185,835-47.5% | $79,852+22.1% |
| Participation rate | 75.9% | 65.8%+10.1pp | 78.0%-2.2pp | 69.6%+6.2pp |
| Annual return | 13.30% | 23.13%-9.8pp | 35.96%-22.7pp | 31.72%-18.4pp |
| Employer contribution / active EE | $3,658 | $1,965+86.2% | $4,087-10.5% | $2,471+48.0% |
| Participant deferral / active EE | $5,582 | $3,780+47.7% | $5,633-0.9% | $3,740+49.2% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,502-100.0% | $5,306-100.0% |