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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,186 | $110,278+22.6% | $95,740+41.2% | $139,466-3.1% |
| Participation rate | 70.0% | 75.7%-5.7pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 20.34% | 27.19%-6.8pp | 28.41%-8.1pp | 373.66%-353.3pp |
| Employer contribution / active EE | $514 | $3,260-84.2% | $2,836-81.9% | $4,754-89.2% |
| Participant deferral / active EE | $3,747 | $4,674-19.8% | $4,244-11.7% | $6,712-44.2% |
| Admin fee / account holder | $289 | $6,613-95.6% | $5,676-94.9% | $11,409-97.5% |