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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,318 | $135,956+3.9% | $123,894+14.1% | $273,972-48.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.26% | 56.63%-51.4pp | 47.52%-42.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $5,646 | $5,170+9.2% | $4,617+22.3% | $4,869+16.0% |
| Participant deferral / active EE | $9,975 | $6,343+57.3% | $5,984+66.7% | $5,287+88.7% |
| Admin fee / account holder | $20 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |