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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,049 | $71,215+11.0% | $93,696-15.6% | $80,935-2.3% |
| Participation rate | 96.2% | 60.4%+35.8pp | 68.7%+27.4pp | 67.7%+28.5pp |
| Annual return | 12.14% | 11.27%+0.9pp | 133.74%-121.6pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,816 | $1,565+16.0% | $2,422-25.0% | $2,757-34.1% |
| Participant deferral / active EE | $4,338 | $4,037+7.5% | $4,417-1.8% | $4,299+0.9% |
| Admin fee / account holder | $0 | $6,958-100.0% | $8,287-100.0% | $6,924-100.0% |