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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,484 | $95,959+7.8% | $97,411+6.2% | $138,895-25.5% |
| Participation rate | 83.3% | 81.8%+1.5pp | 80.4%+3.0pp | 79.9%+3.4pp |
| Annual return | 13.57% | 29.30%-15.7pp | 34.72%-21.1pp | 145.39%-131.8pp |
| Employer contribution / active EE | $7,168 | $4,278+67.5% | $4,210+70.3% | $4,194+70.9% |
| Participant deferral / active EE | $3,415 | $5,876-41.9% | $5,886-42.0% | $6,396-46.6% |
| Admin fee / account holder | $54 | $7,555-99.3% | $7,145-99.2% | $12,562-99.6% |