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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,197 | $135,956+13.4% | $123,894+24.5% | $273,972-43.7% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 5.76% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,464 | $5,170-71.7% | $4,617-68.3% | $4,869-69.9% |
| Participant deferral / active EE | $6,910 | $6,343+8.9% | $5,984+15.5% | $5,287+30.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |