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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,881 | $102,609+4.2% | $98,090+9.0% | $138,895-23.0% |
| Participation rate | 71.4% | 82.8%-11.3pp | 81.5%-10.1pp | 79.9%-8.5pp |
| Annual return | 17.49% | 36.44%-18.9pp | 37.05%-19.6pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,219 | $3,867-42.6% | $3,606-38.5% | $4,194-47.1% |
| Participant deferral / active EE | $4,977 | $8,167-39.1% | $7,845-36.6% | $6,396-22.2% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |