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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,350 | $140,592-2.3% | $123,105+11.6% | $125,389+9.5% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -0.71% | 16.80%-17.5pp | 13.22%-13.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,811 | $6,041-70.0% | $5,151-64.9% | $4,866-62.8% |
| Participant deferral / active EE | $10,190 | $6,980+46.0% | $6,229+63.6% | $5,352+90.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |