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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,401 | $153,769+14.1% | $133,975+30.9% | $273,972-36.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.57% | 36.51%-21.9pp | 29.29%-14.7pp | 41.46%-26.9pp |
| Employer contribution / active EE | $3,297 | $6,029-45.3% | $5,211-36.7% | $4,869-32.3% |
| Participant deferral / active EE | $7,316 | $6,958+5.1% | $6,282+16.5% | $5,287+38.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |