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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,133 | $135,956-5.0% | $123,894+4.2% | $273,972-52.9% |
| Participation rate | 82.4% | 84.1%-1.7pp | 81.4%+0.9pp | 83.0%-0.7pp |
| Annual return | 7.93% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $6,900 | $5,170+33.5% | $4,617+49.5% | $4,869+41.7% |
| Participant deferral / active EE | $5,810 | $6,343-8.4% | $5,984-2.9% | $5,287+9.9% |
| Admin fee / account holder | $4 | $9,817-100.0% | $8,357-99.9% | $10,133-100.0% |