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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,881 | $100,970+5.9% | $96,576+10.7% | $137,256-22.1% |
| Participation rate | 71.4% | 82.6%-11.2pp | 81.4%-10.0pp | 80.0%-8.5pp |
| Annual return | 17.49% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,219 | $3,809-41.7% | $3,553-37.5% | $4,156-46.6% |
| Participant deferral / active EE | $4,977 | $8,286-39.9% | $7,956-37.5% | $6,407-22.3% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |