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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,421 | $181,896-6.9% | $156,551+8.2% | $273,972-38.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.67% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $7,719 | $6,248+23.5% | $5,501+40.3% | $4,869+58.5% |
| Participant deferral / active EE | $5,162 | $5,550-7.0% | $4,871+6.0% | $5,287-2.4% |
| Admin fee / account holder | $274 | $15,560-98.2% | $13,028-97.9% | $10,133-97.3% |