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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,036 | $135,956-44.1% | $123,894-38.6% | $273,972-72.2% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 6.98% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,621 | $5,170-30.0% | $4,617-21.6% | $4,869-25.6% |
| Participant deferral / active EE | $8,805 | $6,343+38.8% | $5,984+47.1% | $5,287+66.5% |
| Admin fee / account holder | -$54 | $9,817-100.5% | $8,357-100.6% | $10,133-100.5% |