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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,811 | $123,000+6.4% | $105,582+23.9% | $198,609-34.1% |
| Participation rate | 90.0% | 76.8%+13.2pp | 71.8%+18.2pp | 82.4%+7.6pp |
| Annual return | 17.78% | 18.31%-0.5pp | 18.61%-0.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $3,059 | $3,582-14.6% | $2,984+2.5% | $5,055-39.5% |
| Participant deferral / active EE | $6,866 | $5,013+37.0% | $4,353+57.7% | $6,977-1.6% |
| Admin fee / account holder | $0 | $16,254-100.0% | $12,856-100.0% | $19,030-100.0% |