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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,276 | $135,956-19.6% | $123,894-11.8% | $273,972-60.1% |
| Participation rate | 82.6% | 84.1%-1.5pp | 81.4%+1.2pp | 83.0%-0.4pp |
| Annual return | 10.53% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $8,674 | $5,170+67.8% | $4,617+87.9% | $4,869+78.1% |
| Participant deferral / active EE | $8,904 | $6,343+40.4% | $5,984+48.8% | $5,287+68.4% |
| Admin fee / account holder | $287 | $9,817-97.1% | $8,357-96.6% | $10,133-97.2% |