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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,440 | $127,387+0.8% | $115,038+11.7% | $125,389+2.4% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 5.21% | 31.28%-26.1pp | 26.14%-20.9pp | 282.24%-277.0pp |
| Employer contribution / active EE | $2,801 | $5,166-45.8% | $4,608-39.2% | $4,866-42.4% |
| Participant deferral / active EE | $8,260 | $6,423+28.6% | $6,026+37.1% | $5,352+54.3% |
| Admin fee / account holder | $283 | $9,516-97.0% | $8,175-96.5% | $9,541-97.0% |