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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,445 | $135,956-68.8% | $123,894-65.7% | $273,972-84.5% |
| Participation rate | 90.5% | 84.1%+6.4pp | 81.4%+9.1pp | 83.0%+7.5pp |
| Annual return | 8.38% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,716 | $6,343+84.7% | $5,984+95.8% | $5,287+121.6% |
| Admin fee / account holder | $18 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |