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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,334 | $80,983+12.8% | $96,544-5.4% | $75,177+21.5% |
| Participation rate | 77.1% | 71.8%+5.4pp | 76.0%+1.2pp | 67.2%+9.9pp |
| Annual return | 13.14% | 27.05%-13.9pp | 25.88%-12.7pp | 160.75%-147.6pp |
| Employer contribution / active EE | $1,818 | $2,282-20.4% | $2,966-38.7% | $2,671-31.9% |
| Participant deferral / active EE | $2,961 | $3,929-24.6% | $4,851-39.0% | $4,126-28.3% |
| Admin fee / account holder | $10 | $6,717-99.8% | $8,254-99.9% | $5,651-99.8% |