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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,742 | $136,860-13.2% | $120,344-1.3% | $154,746-23.3% |
| Participation rate | 95.5% | 79.9%+15.6pp | 76.7%+18.7pp | 80.7%+14.8pp |
| Annual return | 15.71% | 21.38%-5.7pp | 20.30%-4.6pp | 172.34%-156.6pp |
| Employer contribution / active EE | $4,455 | $3,533+26.1% | $3,020+47.5% | $4,379+1.7% |
| Participant deferral / active EE | $7,866 | $5,793+35.8% | $5,135+53.2% | $6,730+16.9% |
| Admin fee / account holder | $154 | $15,393-99.0% | $12,742-98.8% | $14,365-98.9% |