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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,056 | $97,289+15.2% | $92,805+20.7% | $155,188-27.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 17.42% | 29.03%-11.6pp | 31.59%-14.2pp | 148.84%-131.4pp |
| Employer contribution / active EE | $2,892 | $3,632-20.4% | $3,424-15.6% | $4,248-31.9% |
| Participant deferral / active EE | $21,780 | $8,795+147.6% | $8,448+157.8% | $6,531+233.5% |
| Admin fee / account holder | $253 | $12,015-97.9% | $10,911-97.7% | $14,480-98.3% |