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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,074 | $213,785+14.2% | $185,441+31.6% | $155,188+57.3% |
| Participation rate | 76.5% | 83.2%-6.7pp | 80.3%-3.8pp | 80.8%-4.3pp |
| Annual return | 14.17% | 19.97%-5.8pp | 20.16%-6.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,380 | $5,393-74.4% | $4,672-70.5% | $4,248-67.5% |
| Participant deferral / active EE | $6,844 | $6,864-0.3% | $6,152+11.3% | $6,531+4.8% |
| Admin fee / account holder | $278 | $21,134-98.7% | $17,890-98.4% | $14,480-98.1% |