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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,984 | $102,245+7.6% | $89,340+23.1% | $137,256-19.9% |
| Participation rate | 77.8% | 74.9%+2.9pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 17.61% | 21.89%-4.3pp | 20.57%-3.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,110 | $2,529+23.0% | $2,231+39.4% | $4,156-25.2% |
| Participant deferral / active EE | $6,138 | $4,436+38.4% | $3,823+60.6% | $6,407-4.2% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |