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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,194 | $181,896-22.4% | $156,551-9.8% | $273,972-48.5% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 4.06% | 30.74%-26.7pp | 32.23%-28.2pp | 41.46%-37.4pp |
| Employer contribution / active EE | $9,556 | $6,248+52.9% | $5,501+73.7% | $4,869+96.3% |
| Participant deferral / active EE | $8,396 | $5,550+51.3% | $4,871+72.4% | $5,287+58.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |