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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,804 | $135,956-32.5% | $123,894-25.9% | $273,972-66.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.81% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $5,303 | $5,170+2.6% | $4,617+14.9% | $4,869+8.9% |
| Participant deferral / active EE | $6,805 | $6,343+7.3% | $5,984+13.7% | $5,287+28.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |