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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,384 | $135,956-10.7% | $123,894-2.0% | $273,972-55.7% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 6.82% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $3,723 | $5,170-28.0% | $4,617-19.4% | $4,869-23.5% |
| Participant deferral / active EE | $5,508 | $6,343-13.2% | $5,984-8.0% | $5,287+4.2% |
| Admin fee / account holder | $15 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |