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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,007 | $135,956-71.3% | $123,894-68.5% | $273,972-85.8% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 9.14% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.3pp |
| Employer contribution / active EE | $8,331 | $5,170+61.1% | $4,617+80.4% | $4,869+71.1% |
| Participant deferral / active EE | $5,091 | $6,343-19.7% | $5,984-14.9% | $5,287-3.7% |
| Admin fee / account holder | $220 | $9,817-97.8% | $8,357-97.4% | $10,133-97.8% |