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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,688 | $140,592-30.5% | $123,106-20.6% | $125,388-22.1% |
| Participation rate | 88.9% | 88.2%+0.7pp | 86.8%+2.1pp | 83.2%+5.7pp |
| Annual return | 9.79% | 16.80%-7.0pp | 13.22%-3.4pp | 282.24%-272.4pp |
| Employer contribution / active EE | $3,894 | $6,041-35.5% | $5,151-24.4% | $4,866-20.0% |
| Participant deferral / active EE | $3,512 | $6,980-49.7% | $6,229-43.6% | $5,352-34.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |