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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,606 | $77,472+116.3% | $100,392+67.0% | $80,935+107.1% |
| Participation rate | 70.4% | 76.9%-6.6pp | 81.5%-11.1pp | 67.7%+2.7pp |
| Annual return | 14.70% | 37.26%-22.6pp | 49.45%-34.8pp | 35.66%-21.0pp |
| Employer contribution / active EE | $3,206 | $2,800+14.5% | $3,941-18.7% | $2,757+16.3% |
| Participant deferral / active EE | $7,298 | $6,818+7.0% | $8,090-9.8% | $4,299+69.7% |
| Admin fee / account holder | $0 | $5,885-100.0% | $7,904-100.0% | $6,924-100.0% |