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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,123 | $213,785-41.5% | $185,441-32.5% | $155,188-19.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 18.43% | 19.97%-1.5pp | 20.16%-1.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $5,308 | $5,393-1.6% | $4,672+13.6% | $4,248+25.0% |
| Participant deferral / active EE | $6,472 | $6,864-5.7% | $6,152+5.2% | $6,531-0.9% |
| Admin fee / account holder | $133 | $21,134-99.4% | $17,890-99.3% | $14,480-99.1% |