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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,196 | $181,896-17.4% | $156,551-4.1% | $273,972-45.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 8.89% | 30.74%-21.9pp | 32.23%-23.3pp | 41.46%-32.6pp |
| Employer contribution / active EE | $10,203 | $6,248+63.3% | $5,501+85.5% | $4,869+109.6% |
| Participant deferral / active EE | $7,200 | $5,550+29.7% | $4,871+47.8% | $5,287+36.2% |
| Admin fee / account holder | -$172 | $15,560-101.1% | $13,028-101.3% | $10,133-101.7% |