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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,408 | $86,938+23.5% | $102,423+4.9% | $80,925+32.7% |
| Participation rate | 87.0% | 72.4%+14.6pp | 76.5%+10.5pp | 67.7%+19.3pp |
| Annual return | 15.02% | 18.89%-3.9pp | 29.42%-14.4pp | 35.65%-20.6pp |
| Employer contribution / active EE | $3,431 | $2,369+44.8% | $3,023+13.5% | $2,756+24.5% |
| Participant deferral / active EE | $8,450 | $4,120+105.1% | $5,054+67.2% | $4,299+96.6% |
| Admin fee / account holder | $173 | $8,053-97.9% | $9,455-98.2% | $6,940-97.5% |