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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,121 | $105,856+7.8% | $90,161+26.6% | $147,586-22.7% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 10.20% | 37.63%-27.4pp | 34.89%-24.7pp | 578.59%-568.4pp |
| Employer contribution / active EE | $3,169 | $4,126-23.2% | $3,318-4.5% | $4,876-35.0% |
| Participant deferral / active EE | $8,594 | $5,733+49.9% | $5,287+62.5% | $5,439+58.0% |
| Admin fee / account holder | $194 | $8,046-97.6% | $5,943-96.7% | $10,886-98.2% |