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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,540 | $135,956-5.5% | $123,894+3.7% | $273,972-53.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 13.04% | 56.63%-43.6pp | 47.52%-34.5pp | 41.46%-28.4pp |
| Employer contribution / active EE | $4,866 | $5,170-5.9% | $4,617+5.4% | $4,869-0.1% |
| Participant deferral / active EE | $7,083 | $6,343+11.7% | $5,984+18.4% | $5,287+34.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |