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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,191 | $135,956-44.0% | $123,894-38.5% | $273,972-72.2% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 6.22% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,519 | $5,170-31.9% | $4,617-23.8% | $4,869-27.7% |
| Participant deferral / active EE | $8,305 | $6,343+30.9% | $5,984+38.8% | $5,287+57.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |