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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,374 | $135,956+0.3% | $123,894+10.1% | $273,972-50.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.42% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,786 | $5,170-46.1% | $4,617-39.7% | $4,869-42.8% |
| Participant deferral / active EE | $7,188 | $6,343+13.3% | $5,984+20.1% | $5,287+36.0% |
| Admin fee / account holder | $107 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |