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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,345 | $201,259-19.8% | $184,200-12.4% | $145,959+10.5% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 14.82% | 28.98%-14.2pp | 28.80%-14.0pp | 561.95%-547.1pp |
| Employer contribution / active EE | $5,996 | $7,018-14.6% | $6,424-6.7% | $4,661+28.6% |
| Participant deferral / active EE | $10,068 | $9,806+2.7% | $9,132+10.3% | $6,689+50.5% |
| Admin fee / account holder | $66 | $16,372-99.6% | $13,907-99.5% | $13,398-99.5% |