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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,053 | $135,956-36.7% | $123,894-30.5% | $273,972-68.6% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 15.32% | 56.63%-41.3pp | 47.52%-32.2pp | 41.46%-26.1pp |
| Employer contribution / active EE | $3,675 | $5,170-28.9% | $4,617-20.4% | $4,869-24.5% |
| Participant deferral / active EE | $6,654 | $6,343+4.9% | $5,984+11.2% | $5,287+25.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |