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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,059 | $127,387+4.5% | $115,038+15.7% | $125,389+6.1% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 2.82% | 31.28%-28.5pp | 26.14%-23.3pp | 282.24%-279.4pp |
| Employer contribution / active EE | $2,118 | $5,166-59.0% | $4,608-54.0% | $4,866-56.5% |
| Participant deferral / active EE | $6,857 | $6,423+6.8% | $6,026+13.8% | $5,352+28.1% |
| Admin fee / account holder | $78 | $9,516-99.2% | $8,175-99.1% | $9,541-99.2% |