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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,871 | $85,515+29.7% | $112,040-1.0% | $67,986+63.1% |
| Participation rate | 99.2% | 68.2%+30.9pp | 76.5%+22.7pp | 57.2%+42.0pp |
| Annual return | 14.02% | 29.68%-15.7pp | 24.52%-10.5pp | 31.67%-17.6pp |
| Employer contribution / active EE | $1,349 | $2,191-38.4% | $2,954-54.3% | $2,019-33.2% |
| Participant deferral / active EE | $4,323 | $4,014+7.7% | $5,098-15.2% | $3,358+28.7% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |