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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,346 | $135,956-74.0% | $123,894-71.5% | $273,972-87.1% |
| Participation rate | 87.0% | 84.1%+2.9pp | 81.4%+5.5pp | 83.0%+3.9pp |
| Annual return | 5.66% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,332 | $5,170-54.9% | $4,617-49.5% | $4,869-52.1% |
| Participant deferral / active EE | $5,372 | $6,343-15.3% | $5,984-10.2% | $5,287+1.6% |
| Admin fee / account holder | $147 | $9,817-98.5% | $8,357-98.2% | $10,133-98.5% |