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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,474 | $135,956-30.5% | $123,894-23.7% | $273,972-65.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 33.72% | 56.63%-22.9pp | 47.52%-13.8pp | 41.46%-7.7pp |
| Employer contribution / active EE | $3,477 | $5,170-32.7% | $4,617-24.7% | $4,869-28.6% |
| Participant deferral / active EE | $10,993 | $6,343+73.3% | $5,984+83.7% | $5,287+107.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |