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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,874 | $39,132+109.2% | $57,196+43.1% | $62,881+30.2% |
| Participation rate | 94.6% | 70.5%+24.2pp | 75.3%+19.3pp | 69.3%+25.3pp |
| Annual return | 8.54% | 9.24%-0.7pp | 14.59%-6.1pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,029 | $1,874+115.0% | $2,683+50.2% | $2,281+76.7% |
| Participant deferral / active EE | $3,190 | $2,374+34.4% | $3,096+3.0% | $3,203-0.4% |
| Admin fee / account holder | $123 | $2,594-95.3% | $3,141-96.1% | $4,296-97.1% |