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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,485 | $135,956-1.1% | $123,894+8.5% | $273,972-50.9% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 7.85% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,949 | $5,170-43.0% | $4,617-36.1% | $4,869-39.4% |
| Participant deferral / active EE | $7,303 | $6,343+15.1% | $5,984+22.0% | $5,287+38.1% |
| Admin fee / account holder | $4 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |