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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,574 | $100,970+75.9% | $96,576+83.9% | $137,256+29.4% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 13.21% | 38.16%-25.0pp | 38.47%-25.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,233 | $3,809-41.4% | $3,553-37.2% | $4,156-46.3% |
| Participant deferral / active EE | $7,921 | $8,286-4.4% | $7,956-0.4% | $6,407+23.6% |
| Admin fee / account holder | $31 | $11,312-99.7% | $11,381-99.7% | $12,270-99.7% |