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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,418 | $135,956-23.2% | $123,894-15.7% | $273,972-61.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 9.19% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $3,421 | $5,170-33.8% | $4,617-25.9% | $4,869-29.7% |
| Participant deferral / active EE | $8,913 | $6,343+40.5% | $5,984+48.9% | $5,287+68.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |