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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,049 | $71,208+11.0% | $93,681-15.6% | $80,911-2.3% |
| Participation rate | 96.2% | 60.4%+35.8pp | 68.7%+27.4pp | 67.6%+28.5pp |
| Annual return | 12.14% | 11.27%+0.9pp | 133.47%-121.3pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,816 | $1,564+16.1% | $2,422-25.0% | $2,756-34.1% |
| Participant deferral / active EE | $4,338 | $4,035+7.5% | $4,415-1.7% | $4,297+0.9% |
| Admin fee / account holder | $0 | $6,951-100.0% | $8,290-100.0% | $6,935-100.0% |