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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,423 | $110,137+43.8% | $161,149-1.7% | $82,637+91.7% |
| Participation rate | 84.0% | 72.4%+11.6pp | 78.8%+5.2pp | 68.1%+15.9pp |
| Annual return | 17.69% | 20.69%-3.0pp | 21.16%-3.5pp | 53.51%-35.8pp |
| Employer contribution / active EE | $872 | $2,856-69.5% | $4,360-80.0% | $2,552-65.8% |
| Participant deferral / active EE | $2,538 | $4,575-44.5% | $6,153-58.7% | $4,126-38.5% |
| Admin fee / account holder | $269 | $9,467-97.2% | $15,194-98.2% | $7,339-96.3% |