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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,424 | $138,366+35.5% | $184,185+1.8% | $80,911+131.6% |
| Participation rate | 77.6% | 83.9%-6.3pp | 86.8%-9.3pp | 67.6%+9.9pp |
| Annual return | 17.22% | 20.02%-2.8pp | 28.81%-11.6pp | 35.63%-18.4pp |
| Employer contribution / active EE | $2,763 | $4,849-43.0% | $6,426-57.0% | $2,756+0.3% |
| Participant deferral / active EE | $6,836 | $7,074-3.4% | $9,132-25.1% | $4,297+59.1% |
| Admin fee / account holder | $201 | $10,484-98.1% | $13,909-98.6% | $6,935-97.1% |