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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,163 | $215,361-24.7% | $171,082-5.2% | $273,972-40.8% |
| Participation rate | 84.2% | 82.0%+2.2pp | 76.7%+7.5pp | 83.0%+1.2pp |
| Annual return | 10.80% | 25.14%-14.3pp | 32.56%-21.8pp | 41.46%-30.7pp |
| Employer contribution / active EE | $9,670 | $4,967+94.7% | $4,002+141.6% | $4,869+98.6% |
| Participant deferral / active EE | $6,879 | $5,543+24.1% | $4,797+43.4% | $5,287+30.1% |
| Admin fee / account holder | $282 | $10,846-97.4% | $8,520-96.7% | $10,133-97.2% |