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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,074 | $199,109+22.6% | $173,730+40.5% | $154,746+57.7% |
| Participation rate | 76.5% | 82.8%-6.3pp | 79.6%-3.1pp | 80.7%-4.2pp |
| Annual return | 14.17% | 20.02%-5.8pp | 19.96%-5.8pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,380 | $5,311-74.0% | $4,577-69.8% | $4,379-68.5% |
| Participant deferral / active EE | $6,844 | $7,113-3.8% | $6,326+8.2% | $6,730+1.7% |
| Admin fee / account holder | $278 | $20,916-98.7% | $17,523-98.4% | $14,365-98.1% |