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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,011 | $135,956+42.0% | $123,894+55.8% | $273,972-29.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 12.42% | 56.63%-44.2pp | 47.52%-35.1pp | 41.46%-29.0pp |
| Employer contribution / active EE | $1,641 | $5,170-68.3% | $4,617-64.5% | $4,869-66.3% |
| Participant deferral / active EE | $4,842 | $6,343-23.7% | $5,984-19.1% | $5,287-8.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |