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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,007 | $88,707+31.9% | $74,184+57.7% | $273,972-57.3% |
| Participation rate | 95.7% | 79.4%+16.2pp | 76.6%+19.0pp | 83.0%+12.6pp |
| Annual return | 8.55% | 11.94%-3.4pp | 17.74%-9.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $5,339 | $3,159+69.0% | $2,370+125.3% | $4,869+9.7% |
| Participant deferral / active EE | $2,587 | $4,212-38.6% | $3,550-27.1% | $5,287-51.1% |
| Admin fee / account holder | $285 | $8,717-96.7% | $5,586-94.9% | $10,133-97.2% |