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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,064 | $97,289+49.1% | $92,805+56.3% | $155,188-6.5% |
| Participation rate | 87.5% | 84.2%+3.3pp | 83.5%+4.0pp | 80.8%+6.7pp |
| Annual return | 18.63% | 29.03%-10.4pp | 31.59%-13.0pp | 148.84%-130.2pp |
| Employer contribution / active EE | $3,534 | $3,632-2.7% | $3,424+3.2% | $4,248-16.8% |
| Participant deferral / active EE | $10,738 | $8,795+22.1% | $8,448+27.1% | $6,531+64.4% |
| Admin fee / account holder | $161 | $12,015-98.7% | $10,911-98.5% | $14,480-98.9% |