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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,023 | $136,860+25.0% | $120,344+42.1% | $154,746+10.5% |
| Participation rate | 93.8% | 79.9%+13.9pp | 76.7%+17.0pp | 80.7%+13.0pp |
| Annual return | 16.56% | 21.38%-4.8pp | 20.30%-3.7pp | 172.34%-155.8pp |
| Employer contribution / active EE | $5,476 | $3,533+55.0% | $3,020+81.3% | $4,379+25.1% |
| Participant deferral / active EE | $5,869 | $5,793+1.3% | $5,135+14.3% | $6,730-12.8% |
| Admin fee / account holder | $82 | $15,393-99.5% | $12,742-99.4% | $14,365-99.4% |