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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,395 | $153,769+11.5% | $133,975+27.9% | $273,972-37.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 15.10% | 36.51%-21.4pp | 29.29%-14.2pp | 41.46%-26.4pp |
| Employer contribution / active EE | $28,000 | $6,029+364.4% | $5,211+437.3% | $4,869+475.1% |
| Participant deferral / active EE | $17,400 | $6,958+150.1% | $6,282+177.0% | $5,287+229.1% |
| Admin fee / account holder | $234 | $11,765-98.0% | $9,324-97.5% | $10,133-97.7% |