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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,267 | $99,343+2.9% | $84,751+20.7% | $273,968-62.7% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 8.54% | 22.93%-14.4pp | 22.78%-14.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $6,627 | $4,214+57.3% | $3,574+85.4% | $4,869+36.1% |
| Participant deferral / active EE | $4,280 | $4,269+0.2% | $3,712+15.3% | $5,287-19.0% |
| Admin fee / account holder | $55 | $6,645-99.2% | $5,333-99.0% | $10,132-99.5% |