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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,236 | $132,310-8.4% | $105,754+14.6% | $273,972-55.7% |
| Participation rate | 87.5% | 83.2%+4.3pp | 78.9%+8.6pp | 83.0%+4.5pp |
| Annual return | 9.25% | 10.08%-0.8pp | 12.25%-3.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $11,540 | $4,867+137.1% | $4,079+182.9% | $4,869+137.0% |
| Participant deferral / active EE | $6,884 | $6,233+10.4% | $5,326+29.3% | $5,287+30.2% |
| Admin fee / account holder | $52 | $12,036-99.6% | $8,309-99.4% | $10,133-99.5% |