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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,424 | $138,385+35.4% | $184,243+1.7% | $80,925+131.6% |
| Participation rate | 77.6% | 83.9%-6.3pp | 86.8%-9.3pp | 67.7%+9.9pp |
| Annual return | 17.22% | 20.02%-2.8pp | 28.82%-11.6pp | 35.65%-18.4pp |
| Employer contribution / active EE | $2,763 | $4,851-43.0% | $6,427-57.0% | $2,756+0.2% |
| Participant deferral / active EE | $6,836 | $7,075-3.4% | $9,132-25.1% | $4,299+59.0% |
| Admin fee / account holder | $201 | $10,489-98.1% | $13,914-98.6% | $6,940-97.1% |