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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,288 | $135,956-27.0% | $123,894-19.9% | $273,972-63.8% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 7.53% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,454 | $5,170-52.5% | $4,617-46.9% | $4,869-49.6% |
| Participant deferral / active EE | $6,115 | $6,343-3.6% | $5,984+2.2% | $5,287+15.7% |
| Admin fee / account holder | $253 | $9,817-97.4% | $8,357-97.0% | $10,133-97.5% |