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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,612 | $135,956-16.4% | $123,894-8.3% | $273,972-58.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.94% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,525 | $5,170-51.2% | $4,617-45.3% | $4,869-48.1% |
| Participant deferral / active EE | $5,663 | $6,343-10.7% | $5,984-5.4% | $5,287+7.1% |
| Admin fee / account holder | $39 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |