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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,850 | $135,956-78.8% | $123,894-76.7% | $273,972-89.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 9.54% | 56.63%-47.1pp | 47.52%-38.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $3,544 | $5,170-31.4% | $4,617-23.2% | $4,869-27.2% |
| Participant deferral / active EE | $6,702 | $6,343+5.7% | $5,984+12.0% | $5,287+26.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |