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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,772 | $136,307+19.4% | $106,619+52.7% | $273,972-40.6% |
| Participation rate | 83.3% | 84.8%-1.4pp | 78.0%+5.3pp | 83.0%+0.3pp |
| Annual return | 9.89% | 11.05%-1.2pp | 9.42%+0.5pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,000 | $5,190-80.7% | $3,947-74.7% | $4,869-79.5% |
| Participant deferral / active EE | $1,242 | $4,969-75.0% | $3,930-68.4% | $5,287-76.5% |
| Admin fee / account holder | $235 | $8,625-97.3% | $6,418-96.3% | $10,133-97.7% |