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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,365 | $135,956-81.3% | $123,894-79.5% | $273,972-90.7% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 11.81% | 56.63%-44.8pp | 47.52%-35.7pp | 41.46%-29.6pp |
| Employer contribution / active EE | $1,094 | $5,170-78.8% | $4,617-76.3% | $4,869-77.5% |
| Participant deferral / active EE | $6,532 | $6,343+3.0% | $5,984+9.2% | $5,287+23.5% |
| Admin fee / account holder | $24 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |