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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,702 | $153,769+33.1% | $133,975+52.8% | $273,972-25.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.76% | 36.51%-26.7pp | 29.29%-19.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $4,712 | $6,029-21.8% | $5,211-9.6% | $4,869-3.2% |
| Participant deferral / active EE | $8,649 | $6,958+24.3% | $6,282+37.7% | $5,287+63.6% |
| Admin fee / account holder | $297 | $11,765-97.5% | $9,324-96.8% | $10,133-97.1% |