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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,291 | $65,582+36.2% | $64,101+39.3% | $71,511+24.9% |
| Participation rate | 93.9% | 73.2%+20.7pp | 72.3%+21.6pp | 67.9%+25.9pp |
| Annual return | 15.76% | 18.96%-3.2pp | 33.72%-18.0pp | 28.86%-13.1pp |
| Employer contribution / active EE | $2,025 | $2,671-24.2% | $2,749-26.3% | $2,589-21.8% |
| Participant deferral / active EE | $3,649 | $3,628+0.6% | $3,881-6.0% | $4,291-14.9% |
| Admin fee / account holder | $179 | $616-71.0% | $3,070-94.2% | $1,588-88.7% |