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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,242 | $135,956-9.4% | $123,894-0.5% | $273,972-55.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.25% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $7,493 | $5,170+44.9% | $4,617+62.3% | $4,869+53.9% |
| Participant deferral / active EE | $12,617 | $6,343+98.9% | $5,984+110.8% | $5,287+138.6% |
| Admin fee / account holder | $22 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |