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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,916 | $135,956+7.3% | $123,894+17.8% | $273,972-46.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.62% | 56.63%-52.0pp | 47.52%-42.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $8,096 | $5,170+56.6% | $4,617+75.4% | $4,869+66.3% |
| Participant deferral / active EE | $8,405 | $6,343+32.5% | $5,984+40.5% | $5,287+59.0% |
| Admin fee / account holder | $167 | $9,817-98.3% | $8,357-98.0% | $10,133-98.3% |