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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,195 | $135,956-76.3% | $123,894-74.0% | $273,972-88.2% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.07% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,278 | $5,170-55.9% | $4,617-50.7% | $4,869-53.2% |
| Participant deferral / active EE | $6,101 | $6,343-3.8% | $5,984+1.9% | $5,287+15.4% |
| Admin fee / account holder | $72 | $9,817-99.3% | $8,357-99.1% | $10,133-99.3% |