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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,129 | $153,774+28.2% | $133,979+47.1% | $273,970-28.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.49% | 36.51%-29.0pp | 29.30%-21.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,768 | $6,029-70.7% | $5,211-66.1% | $4,869-63.7% |
| Participant deferral / active EE | $18,460 | $6,958+165.3% | $6,282+193.9% | $5,287+249.1% |
| Admin fee / account holder | $238 | $11,765-98.0% | $9,324-97.5% | $10,132-97.7% |