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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,420 | $181,896+18.4% | $156,551+37.6% | $273,972-21.4% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 5.93% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $6,816 | $6,248+9.1% | $5,501+23.9% | $4,869+40.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $39 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |