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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,900 | $135,956-16.2% | $123,894-8.1% | $273,972-58.4% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 11.05% | 56.63%-45.6pp | 47.52%-36.5pp | 41.46%-30.4pp |
| Employer contribution / active EE | $1,299 | $5,170-74.9% | $4,617-71.9% | $4,869-73.3% |
| Participant deferral / active EE | $9,939 | $6,343+56.7% | $5,984+66.1% | $5,287+88.0% |
| Admin fee / account holder | $137 | $9,817-98.6% | $8,357-98.4% | $10,133-98.7% |