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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,870 | $135,956-55.2% | $123,894-50.9% | $273,972-77.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 10.23% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $849 | $5,170-83.6% | $4,617-81.6% | $4,869-82.6% |
| Participant deferral / active EE | $9,130 | $6,343+43.9% | $5,984+52.6% | $5,287+72.7% |
| Admin fee / account holder | $24 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |