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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,082 | $90,486-13.7% | $78,676-0.8% | $273,972-71.5% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 7.94% | 75.62%-67.7pp | 62.19%-54.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,872 | $3,175-9.5% | $2,850+0.8% | $4,869-41.0% |
| Participant deferral / active EE | $7,029 | $3,901+80.2% | $3,517+99.9% | $5,287+32.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |