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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,045 | $107,666+8.7% | $102,184+14.5% | $154,746-24.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.42% | 29.33%-11.9pp | 31.58%-14.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,500 | $3,846-35.0% | $3,594-30.4% | $4,379-42.9% |
| Participant deferral / active EE | $13,266 | $8,719+52.1% | $8,309+59.7% | $6,730+97.1% |
| Admin fee / account holder | $281 | $12,943-97.8% | $11,609-97.6% | $14,365-98.0% |