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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,409 | $102,609+78.7% | $98,090+87.0% | $138,895+32.0% |
| Participation rate | 77.8% | 82.8%-5.0pp | 81.5%-3.8pp | 79.9%-2.1pp |
| Annual return | 21.25% | 36.44%-15.2pp | 37.05%-15.8pp | 145.39%-124.1pp |
| Employer contribution / active EE | $4,278 | $3,867+10.6% | $3,606+18.6% | $4,194+2.0% |
| Participant deferral / active EE | $12,190 | $8,167+49.3% | $7,845+55.4% | $6,396+90.6% |
| Admin fee / account holder | $274 | $11,434-97.6% | $11,815-97.7% | $12,562-97.8% |