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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,826 | $76,551+30.4% | $123,894-19.4% | $62,881+58.8% |
| Participation rate | 91.9% | 73.0%+18.9pp | 81.4%+10.5pp | 69.3%+22.6pp |
| Annual return | 7.96% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $5,124 | $2,882+77.8% | $4,617+11.0% | $2,281+124.7% |
| Participant deferral / active EE | $6,652 | $4,840+37.5% | $5,984+11.2% | $3,203+107.7% |
| Admin fee / account holder | $131 | $4,826-97.3% | $8,357-98.4% | $4,296-96.9% |