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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,135 | $118,488+33.5% | $98,462+60.6% | $139,487+13.4% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 15.62% | 18.96%-3.3pp | 21.17%-5.6pp | 373.84%-358.2pp |
| Employer contribution / active EE | $3,510 | $3,611-2.8% | $3,049+15.1% | $4,755-26.2% |
| Participant deferral / active EE | $11,827 | $5,393+119.3% | $4,738+149.6% | $6,713+76.2% |
| Admin fee / account holder | $5 | $13,868-100.0% | $8,875-99.9% | $11,407-100.0% |