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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,613 | $99,345+21.4% | $84,753+42.3% | $273,972-56.0% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 7.25% | 22.93%-15.7pp | 22.78%-15.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $4,884 | $4,214+15.9% | $3,574+36.6% | $4,869+0.3% |
| Participant deferral / active EE | $2,507 | $4,270-41.3% | $3,712-32.5% | $5,287-52.6% |
| Admin fee / account holder | $238 | $6,645-96.4% | $5,333-95.5% | $10,133-97.7% |