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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,516 | $135,956-25.3% | $123,894-18.1% | $273,972-62.9% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 6.43% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,006 | $5,170-61.2% | $4,617-56.5% | $4,869-58.8% |
| Participant deferral / active EE | $4,428 | $6,343-30.2% | $5,984-26.0% | $5,287-16.2% |
| Admin fee / account holder | $78 | $9,817-99.2% | $8,357-99.1% | $10,133-99.2% |