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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,345 | $201,370-19.9% | $184,256-12.4% | $145,897+10.6% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 14.82% | 29.05%-14.2pp | 28.85%-14.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $5,996 | $7,024-14.6% | $6,427-6.7% | $4,663+28.6% |
| Participant deferral / active EE | $10,068 | $9,808+2.7% | $9,133+10.2% | $6,689+50.5% |
| Admin fee / account holder | $66 | $16,364-99.6% | $13,899-99.5% | $13,390-99.5% |