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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,708 | $181,896+9.2% | $156,551+26.9% | $273,972-27.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,271 | $6,248-63.7% | $5,501-58.7% | $4,869-53.4% |
| Participant deferral / active EE | $4,093 | $5,550-26.3% | $4,871-16.0% | $5,287-22.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |