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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,879 | $135,956-19.2% | $123,894-11.3% | $273,972-59.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.54% | 56.63%-52.1pp | 47.52%-43.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $5,166 | $5,170-0.1% | $4,617+11.9% | $4,869+6.1% |
| Participant deferral / active EE | $3,712 | $6,343-41.5% | $5,984-38.0% | $5,287-29.8% |
| Admin fee / account holder | $64 | $9,817-99.3% | $8,357-99.2% | $10,133-99.4% |