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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,984 | $103,164+6.6% | $90,259+21.9% | $154,746-28.9% |
| Participation rate | 77.8% | 76.1%+1.7pp | 70.7%+7.0pp | 80.7%-2.9pp |
| Annual return | 17.61% | 19.25%-1.6pp | 18.88%-1.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $3,110 | $2,532+22.8% | $2,291+35.7% | $4,379-29.0% |
| Participant deferral / active EE | $6,138 | $4,422+38.8% | $3,827+60.4% | $6,730-8.8% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |