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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,127 | $136,307-0.1% | $106,619+27.7% | $273,972-50.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 78.0%+2.0pp | 83.0%-3.0pp |
| Annual return | 7.34% | 11.05%-3.7pp | 9.42%-2.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $7,772 | $5,190+49.8% | $3,947+96.9% | $4,869+59.6% |
| Participant deferral / active EE | $8,860 | $4,969+78.3% | $3,930+125.4% | $5,287+67.6% |
| Admin fee / account holder | $82 | $8,625-99.0% | $6,418-98.7% | $10,133-99.2% |