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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,530 | $126,661+11.7% | $113,397+24.8% | $138,895+1.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.5%-6.5pp | 79.9%-9.9pp |
| Annual return | 12.03% | 25.05%-13.0pp | 23.20%-11.2pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,955 | $3,456-43.4% | $2,977-34.3% | $4,194-53.4% |
| Participant deferral / active EE | $5,170 | $5,693-9.2% | $5,076+1.8% | $6,396-19.2% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |