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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,163 | $135,956-1.3% | $123,894+8.3% | $273,972-51.0% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 6.79% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,781 | $5,170-26.9% | $4,617-18.1% | $4,869-22.3% |
| Participant deferral / active EE | $9,394 | $6,343+48.1% | $5,984+57.0% | $5,287+77.7% |
| Admin fee / account holder | $18 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |