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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,667 | $135,956-39.2% | $123,894-33.3% | $273,972-69.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 7.41% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $4,459 | $5,170-13.7% | $4,617-3.4% | $4,869-8.4% |
| Participant deferral / active EE | $7,204 | $6,343+13.6% | $5,984+20.4% | $5,287+36.3% |
| Admin fee / account holder | $281 | $9,817-97.1% | $8,357-96.6% | $10,133-97.2% |