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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,983 | $123,793+10.7% | $177,840-23.0% | $79,852+71.5% |
| Participation rate | 72.9% | 84.7%-11.7pp | 87.7%-14.8pp | 69.6%+3.3pp |
| Annual return | 17.77% | 22.82%-5.1pp | 48.32%-30.6pp | 31.72%-14.0pp |
| Employer contribution / active EE | $4,269 | $4,095+4.2% | $5,919-27.9% | $2,471+72.7% |
| Participant deferral / active EE | $10,555 | $5,956+77.2% | $7,714+36.8% | $3,740+182.2% |
| Admin fee / account holder | $272 | $7,243-96.2% | $12,431-97.8% | $5,306-94.9% |