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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,655 | $135,956-58.3% | $123,894-54.3% | $273,972-79.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 5.12% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $3,112 | $5,170-39.8% | $4,617-32.6% | $4,869-36.1% |
| Participant deferral / active EE | $6,194 | $6,343-2.3% | $5,984+3.5% | $5,287+17.2% |
| Admin fee / account holder | $34 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |