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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,791 | $135,956-34.0% | $123,894-27.5% | $273,972-67.2% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 8.19% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $4,455 | $5,170-13.8% | $4,617-3.5% | $4,869-8.5% |
| Participant deferral / active EE | $3,121 | $6,343-50.8% | $5,984-47.8% | $5,287-41.0% |
| Admin fee / account holder | $12 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |