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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,404 | $116,167+2.8% | $64,489+85.2% | $137,256-13.0% |
| Participation rate | 71.4% | 68.2%+3.2pp | 67.7%+3.7pp | 80.0%-8.5pp |
| Annual return | 18.14% | 36.55%-18.4pp | 55.03%-36.9pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,982 | $2,483-20.2% | $1,523+30.1% | $4,156-52.3% |
| Participant deferral / active EE | $2,023 | $4,215-52.0% | $2,778-27.2% | $6,407-68.4% |
| Admin fee / account holder | $275 | $6,188-95.6% | $4,260-93.6% | $12,270-97.8% |