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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,111 | $135,956-27.1% | $123,894-20.0% | $273,972-63.8% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 6.21% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,000 | $5,170-61.3% | $4,617-56.7% | $4,869-58.9% |
| Participant deferral / active EE | $6,017 | $6,343-5.1% | $5,984+0.6% | $5,287+13.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |