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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,408 | $86,949+23.5% | $102,460+4.8% | $80,959+32.7% |
| Participation rate | 87.0% | 72.4%+14.6pp | 76.5%+10.4pp | 67.7%+19.3pp |
| Annual return | 15.02% | 18.89%-3.9pp | 29.47%-14.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $3,431 | $2,370+44.8% | $3,025+13.4% | $2,757+24.4% |
| Participant deferral / active EE | $8,450 | $4,121+105.0% | $5,056+67.1% | $4,300+96.5% |
| Admin fee / account holder | $173 | $8,048-97.9% | $9,460-98.2% | $6,925-97.5% |