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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,414 | $90,486-4.5% | $78,676+9.8% | $273,972-68.5% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 6.62% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,857 | $3,175-10.0% | $2,850+0.3% | $4,869-41.3% |
| Participant deferral / active EE | $4,222 | $3,901+8.2% | $3,517+20.0% | $5,287-20.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |