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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,606 | $105,623+56.8% | $87,502+89.3% | $273,972-39.6% |
| Participation rate | 87.5% | 78.2%+9.3pp | 73.8%+13.7pp | 83.0%+4.5pp |
| Annual return | 3.48% | 12.26%-8.8pp | 12.21%-8.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $5,543 | $3,141+76.5% | $2,550+117.4% | $4,869+13.8% |
| Participant deferral / active EE | $3,270 | $3,601-9.2% | $3,149+3.9% | $5,287-38.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |