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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,228 | $254,759-3.7% | $216,567+13.2% | $198,609+23.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 81.6%-1.6pp | 82.4%-2.4pp |
| Annual return | 14.91% | 10.04%+4.9pp | 12.94%+2.0pp | 202.70%-187.8pp |
| Employer contribution / active EE | $3,224 | $6,096-47.1% | $5,216-38.2% | $5,055-36.2% |
| Participant deferral / active EE | $8,788 | $6,948+26.5% | $6,191+42.0% | $6,977+26.0% |
| Admin fee / account holder | $109 | $26,311-99.6% | $21,981-99.5% | $19,030-99.4% |