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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,897 | $69,977+14.2% | $108,582-26.4% | $62,881+27.1% |
| Participation rate | 91.3% | 72.9%+18.4pp | 79.6%+11.7pp | 69.3%+22.0pp |
| Annual return | 12.25% | 10.73%+1.5pp | -51.70%+63.9pp | 20.14%-7.9pp |
| Employer contribution / active EE | $3,977 | $2,135+86.3% | $3,758+5.8% | $2,281+74.3% |
| Participant deferral / active EE | $7,283 | $3,165+130.1% | $4,311+68.9% | $3,203+127.4% |
| Admin fee / account holder | $168 | $5,076-96.7% | $7,645-97.8% | $4,296-96.1% |