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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,556 | $135,956-27.5% | $123,894-20.5% | $273,972-64.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.75% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,929 | $5,170-43.3% | $4,617-36.6% | $4,869-39.8% |
| Participant deferral / active EE | $5,595 | $6,343-11.8% | $5,984-6.5% | $5,287+5.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |