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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,721 | $135,956-3.1% | $123,894+6.3% | $273,972-51.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.59% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,372 | $5,170-54.1% | $4,617-48.6% | $4,869-51.3% |
| Participant deferral / active EE | $7,097 | $6,343+11.9% | $5,984+18.6% | $5,287+34.2% |
| Admin fee / account holder | $33 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |