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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,312 | $163,687-27.1% | $108,745+9.7% | $273,972-56.5% |
| Participation rate | 90.0% | 82.3%+7.7pp | 77.7%+12.3pp | 83.0%+7.0pp |
| Annual return | 10.01% | 31.16%-21.2pp | 46.22%-36.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $2,697 | $4,711-42.8% | $3,323-18.8% | $4,869-44.6% |
| Participant deferral / active EE | $8,718 | $7,155+21.8% | $5,121+70.2% | $5,287+64.9% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,133-100.0% |