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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,040 | $78,027+46.2% | $178,528-36.1% | $80,925+40.9% |
| Participation rate | 70.0% | 65.7%+4.3pp | 77.1%-7.1pp | 67.7%+2.3pp |
| Annual return | 15.32% | 18.09%-2.8pp | 27.11%-11.8pp | 35.65%-20.3pp |
| Employer contribution / active EE | $2,216 | $2,281-2.9% | $3,950-43.9% | $2,756-19.6% |
| Participant deferral / active EE | $4,494 | $4,408+2.0% | $6,278-28.4% | $4,299+4.6% |
| Admin fee / account holder | $131 | $7,168-98.2% | $10,419-98.7% | $6,940-98.1% |