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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,055 | $135,956+15.5% | $123,894+26.8% | $273,972-42.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 6.46% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,683 | $5,170-67.4% | $4,617-63.5% | $4,869-65.4% |
| Participant deferral / active EE | $8,260 | $6,343+30.2% | $5,984+38.0% | $5,287+56.2% |
| Admin fee / account holder | -$63 | $9,817-100.6% | $8,357-100.8% | $10,133-100.6% |