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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,648 | $110,212+9.5% | $96,534+25.0% | $139,466-13.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 11.54% | 26.42%-14.9pp | 25.88%-14.3pp | 373.66%-362.1pp |
| Employer contribution / active EE | $906 | $3,620-75.0% | $2,965-69.4% | $4,754-80.9% |
| Participant deferral / active EE | $3,122 | $5,547-43.7% | $4,851-35.7% | $6,712-53.5% |
| Admin fee / account holder | $241 | $11,599-97.9% | $8,253-97.1% | $11,409-97.9% |