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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,738 | $141,004+8.3% | $112,273+36.0% | $139,456+9.5% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 22.05% | 32.75%-10.7pp | 30.23%-8.2pp | 373.45%-351.4pp |
| Employer contribution / active EE | $3,988 | $4,285-6.9% | $3,431+16.2% | $4,753-16.1% |
| Participant deferral / active EE | $4,496 | $5,878-23.5% | $4,800-6.3% | $6,711-33.0% |
| Admin fee / account holder | $120 | $9,959-98.8% | $7,752-98.4% | $11,407-98.9% |