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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,262 | $112,729-4.8% | $98,716+8.7% | $137,256-21.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 18.25% | 38.48%-20.2pp | 31.81%-13.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,484 | $2,725-8.9% | $2,279+9.0% | $4,156-40.2% |
| Participant deferral / active EE | $10,289 | $4,640+121.7% | $4,048+154.2% | $6,407+60.6% |
| Admin fee / account holder | $112 | $10,129-98.9% | $8,703-98.7% | $12,270-99.1% |