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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,051 | $181,896-19.7% | $156,551-6.7% | $273,972-46.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 19.82% | 30.74%-10.9pp | 32.23%-12.4pp | 41.46%-21.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,918 | $5,550+6.6% | $4,871+21.5% | $5,287+11.9% |
| Admin fee / account holder | $82 | $15,560-99.5% | $13,028-99.4% | $10,133-99.2% |