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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,960 | $135,956-39.7% | $123,894-33.8% | $273,972-70.1% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 9.38% | 56.63%-47.3pp | 47.52%-38.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $3,070 | $5,170-40.6% | $4,617-33.5% | $4,869-37.0% |
| Participant deferral / active EE | $9,111 | $6,343+43.7% | $5,984+52.3% | $5,287+72.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |