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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,410 | $135,956-9.2% | $123,894-0.4% | $273,972-55.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 4.94% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $10,305 | $5,170+99.3% | $4,617+123.2% | $4,869+111.7% |
| Participant deferral / active EE | $6,568 | $6,343+3.5% | $5,984+9.7% | $5,287+24.2% |
| Admin fee / account holder | $132 | $9,817-98.7% | $8,357-98.4% | $10,133-98.7% |