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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,772 | $135,956-5.3% | $123,894+3.9% | $273,972-53.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.91% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $4,986 | $5,170-3.6% | $4,617+8.0% | $4,869+2.4% |
| Participant deferral / active EE | $5,585 | $6,343-11.9% | $5,984-6.7% | $5,287+5.6% |
| Admin fee / account holder | $160 | $9,817-98.4% | $8,357-98.1% | $10,133-98.4% |