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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,392 | $136,860-19.3% | $120,344-8.3% | $154,746-28.7% |
| Participation rate | 81.8% | 79.9%+1.9pp | 76.7%+5.1pp | 80.7%+1.1pp |
| Annual return | 16.87% | 21.38%-4.5pp | 20.30%-3.4pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,334 | $3,533-5.6% | $3,020+10.4% | $4,379-23.9% |
| Participant deferral / active EE | $9,073 | $5,793+56.6% | $5,135+76.7% | $6,730+34.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |