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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,281 | $201,370-19.4% | $184,256-11.9% | $145,897+11.2% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+7.9pp |
| Annual return | 28.15% | 29.05%-0.9pp | 28.85%-0.7pp | 552.29%-524.1pp |
| Employer contribution / active EE | $6,342 | $7,024-9.7% | $6,427-1.3% | $4,663+36.0% |
| Participant deferral / active EE | $8,706 | $9,808-11.2% | $9,133-4.7% | $6,689+30.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |