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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,170 | $135,956-35.1% | $123,894-28.8% | $273,970-67.8% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 12.13% | 56.63%-44.5pp | 47.52%-35.4pp | 41.46%-29.3pp |
| Employer contribution / active EE | $3,296 | $5,170-36.2% | $4,617-28.6% | $4,869-32.3% |
| Participant deferral / active EE | $6,746 | $6,343+6.4% | $5,984+12.7% | $5,287+27.6% |
| Admin fee / account holder | $297 | $9,817-97.0% | $8,357-96.5% | $10,132-97.1% |