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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,033 | $112,729+35.8% | $98,716+55.0% | $137,256+11.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 19.06% | 38.48%-19.4pp | 31.81%-12.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $659 | $2,725-75.8% | $2,279-71.1% | $4,156-84.1% |
| Participant deferral / active EE | $5,574 | $4,640+20.1% | $4,048+37.7% | $6,407-13.0% |
| Admin fee / account holder | $194 | $10,129-98.1% | $8,703-97.8% | $12,270-98.4% |