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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,197 | $88,707+42.3% | $74,184+70.1% | $273,972-53.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 9.93% | 11.94%-2.0pp | 17.74%-7.8pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,924 | $3,159-7.5% | $2,370+23.4% | $4,869-40.0% |
| Participant deferral / active EE | $5,598 | $4,212+32.9% | $3,550+57.7% | $5,287+5.9% |
| Admin fee / account holder | $289 | $8,717-96.7% | $5,586-94.8% | $10,133-97.1% |