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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,088 | $181,896-1.0% | $156,551+15.0% | $273,972-34.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 5.18% | 30.74%-25.6pp | 32.23%-27.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $9,077 | $6,248+45.3% | $5,501+65.0% | $4,869+86.4% |
| Participant deferral / active EE | $7,578 | $5,550+36.5% | $4,871+55.6% | $5,287+43.3% |
| Admin fee / account holder | $247 | $15,560-98.4% | $13,028-98.1% | $10,133-97.6% |