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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,301 | $131,835-0.4% | $108,582+20.9% | $273,972-52.1% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.6%+14.5pp | 83.0%+11.1pp |
| Annual return | 9.78% | -91.57%+101.4pp | -51.70%+61.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $3,656 | $4,913-25.6% | $3,758-2.7% | $4,869-24.9% |
| Participant deferral / active EE | $7,824 | $5,127+52.6% | $4,311+81.5% | $5,287+48.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |