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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,887 | $135,956-47.1% | $123,894-42.0% | $273,972-73.8% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 6.03% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $3,077 | $5,170-40.5% | $4,617-33.4% | $4,869-36.8% |
| Participant deferral / active EE | $7,429 | $6,343+17.1% | $5,984+24.1% | $5,287+40.5% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |