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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,466 | $135,956+23.2% | $123,894+35.2% | $273,972-38.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 5.36% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $2,141 | $5,170-58.6% | $4,617-53.6% | $4,869-56.0% |
| Participant deferral / active EE | $5,744 | $6,343-9.4% | $5,984-4.0% | $5,287+8.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |