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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,321 | $80,992+28.8% | $96,534+8.1% | $75,173+38.8% |
| Participation rate | 77.8% | 71.8%+6.0pp | 76.0%+1.8pp | 67.2%+10.6pp |
| Annual return | 14.70% | 27.05%-12.4pp | 25.88%-11.2pp | 160.72%-146.0pp |
| Employer contribution / active EE | $2,175 | $2,283-4.7% | $2,965-26.7% | $2,671-18.6% |
| Participant deferral / active EE | $5,512 | $3,929+40.3% | $4,851+13.6% | $4,126+33.6% |
| Admin fee / account holder | $157 | $6,717-97.7% | $8,253-98.1% | $5,651-97.2% |