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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,064 | $102,609+41.4% | $98,090+47.9% | $138,895+4.4% |
| Participation rate | 87.5% | 82.8%+4.7pp | 81.5%+6.0pp | 79.9%+7.6pp |
| Annual return | 18.63% | 36.44%-17.8pp | 37.05%-18.4pp | 145.39%-126.8pp |
| Employer contribution / active EE | $3,534 | $3,867-8.6% | $3,606-2.0% | $4,194-15.8% |
| Participant deferral / active EE | $10,738 | $8,167+31.5% | $7,845+36.9% | $6,396+67.9% |
| Admin fee / account holder | $161 | $11,434-98.6% | $11,815-98.6% | $12,562-98.7% |