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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,146 | $135,956+7.5% | $123,894+18.0% | $273,972-46.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.39% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $4,921 | $5,170-4.8% | $4,617+6.6% | $4,869+1.1% |
| Participant deferral / active EE | $4,890 | $6,343-22.9% | $5,984-18.3% | $5,287-7.5% |
| Admin fee / account holder | $270 | $9,817-97.3% | $8,357-96.8% | $10,133-97.3% |