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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,483 | $181,896-11.2% | $156,551+3.2% | $273,972-41.1% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 8.76% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $4,573 | $6,248-26.8% | $5,501-16.9% | $4,869-6.1% |
| Participant deferral / active EE | $11,325 | $5,550+104.1% | $4,871+132.5% | $5,287+114.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |