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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,486 | $146,267-14.2% | $197,124-36.3% | $82,448+52.2% |
| Participation rate | 95.3% | 84.0%+11.3pp | 86.7%+8.6pp | 68.1%+27.3pp |
| Annual return | 17.03% | 29.61%-12.6pp | 44.34%-27.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,366 | $4,723-28.7% | $6,227-45.9% | $2,551+32.0% |
| Participant deferral / active EE | $11,042 | $7,035+57.0% | $9,135+20.9% | $4,139+166.8% |
| Admin fee / account holder | $191 | $14,422-98.7% | $16,298-98.8% | $7,234-97.4% |