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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,169 | $105,623+24.2% | $87,502+49.9% | $273,972-52.1% |
| Participation rate | 87.5% | 78.2%+9.3pp | 73.8%+13.7pp | 83.0%+4.5pp |
| Annual return | 9.37% | 12.26%-2.9pp | 12.21%-2.8pp | 41.46%-32.1pp |
| Employer contribution / active EE | $3,441 | $3,141+9.6% | $2,550+34.9% | $4,869-29.3% |
| Participant deferral / active EE | $1,697 | $3,601-52.9% | $3,149-46.1% | $5,287-67.9% |
| Admin fee / account holder | $128 | $4,781-97.3% | $4,221-97.0% | $10,133-98.7% |