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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,630 | $91,559-3.2% | $133,971-33.8% | $79,852+11.0% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.3pp |
| Annual return | 21.90% | 61.85%-40.0pp | 45.09%-23.2pp | 31.72%-9.8pp |
| Employer contribution / active EE | $2,661 | $2,384+11.6% | $3,919-32.1% | $2,471+7.7% |
| Participant deferral / active EE | $6,586 | $3,734+76.4% | $5,047+30.5% | $3,740+76.1% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,929-100.0% | $5,306-100.0% |