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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,830 | $181,896-36.9% | $156,551-26.6% | $273,972-58.1% |
| Participation rate | 88.2% | 88.4%-0.1pp | 84.0%+4.2pp | 83.0%+5.2pp |
| Annual return | 9.44% | 30.74%-21.3pp | 32.23%-22.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,615 | $5,550-16.9% | $4,871-5.3% | $5,287-12.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |