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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,987 | $215,361+7.7% | $171,082+35.6% | $273,972-15.3% |
| Participation rate | 92.9% | 82.0%+10.8pp | 76.7%+16.2pp | 83.0%+9.8pp |
| Annual return | 7.92% | 25.14%-17.2pp | 32.56%-24.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $11,950 | $4,967+140.6% | $4,002+198.6% | $4,869+145.4% |
| Participant deferral / active EE | $8,105 | $5,543+46.2% | $4,797+68.9% | $5,287+53.3% |
| Admin fee / account holder | $84 | $10,846-99.2% | $8,520-99.0% | $10,133-99.2% |