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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,162 | $86,938+69.3% | $102,423+43.7% | $80,925+81.9% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.7%+15.1pp |
| Annual return | 16.18% | 18.89%-2.7pp | 29.42%-13.2pp | 35.65%-19.5pp |
| Employer contribution / active EE | $3,194 | $2,369+34.8% | $3,023+5.6% | $2,756+15.9% |
| Participant deferral / active EE | $5,283 | $4,120+28.2% | $5,054+4.5% | $4,299+22.9% |
| Admin fee / account holder | $298 | $8,053-96.3% | $9,455-96.8% | $6,940-95.7% |