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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,822 | $135,956-20.0% | $123,894-12.2% | $273,972-60.3% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.82% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,911 | $5,170-63.0% | $4,617-58.6% | $4,869-60.7% |
| Participant deferral / active EE | $6,667 | $6,343+5.1% | $5,984+11.4% | $5,287+26.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |