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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,531 | $135,956-29.0% | $123,894-22.1% | $273,972-64.8% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 8.55% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $4,887 | $5,170-5.5% | $4,617+5.9% | $4,869+0.4% |
| Participant deferral / active EE | $9,982 | $6,343+57.4% | $5,984+66.8% | $5,287+88.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |