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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,447 | $152,460-8.5% | $118,746+17.4% | $147,586-5.5% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.3%+1.7pp | 82.8%-2.8pp |
| Annual return | 14.16% | 17.41%-3.3pp | 24.54%-10.4pp | 578.59%-564.4pp |
| Employer contribution / active EE | $6,081 | $5,046+20.5% | $4,193+45.0% | $4,876+24.7% |
| Participant deferral / active EE | $7,232 | $6,212+16.4% | $5,332+35.6% | $5,439+33.0% |
| Admin fee / account holder | -$418 | $16,953-102.5% | $10,720-103.9% | $10,886-103.8% |