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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,866 | $76,551+42.2% | $123,894-12.1% | $62,881+73.1% |
| Participation rate | 81.8% | 73.0%+8.8pp | 81.4%+0.4pp | 69.3%+12.5pp |
| Annual return | 7.82% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,958 | $2,882-32.1% | $4,617-57.6% | $2,281-14.2% |
| Participant deferral / active EE | $5,075 | $4,840+4.9% | $5,984-15.2% | $3,203+58.5% |
| Admin fee / account holder | $99 | $4,826-98.0% | $8,357-98.8% | $4,296-97.7% |