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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,657 | $111,814+58.0% | $103,378+70.9% | $145,978+21.0% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 14.76% | 24.80%-10.0pp | 24.91%-10.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $3,303 | $4,215-21.6% | $3,870-14.6% | $4,662-29.1% |
| Participant deferral / active EE | $7,636 | $5,618+35.9% | $5,058+51.0% | $6,690+14.1% |
| Admin fee / account holder | $68 | $9,764-99.3% | $8,401-99.2% | $13,400-99.5% |