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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,164 | $135,956-41.8% | $123,894-36.1% | $273,972-71.1% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 8.84% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,712 | $5,170-47.5% | $4,617-41.2% | $4,869-44.3% |
| Participant deferral / active EE | $5,163 | $6,343-18.6% | $5,984-13.7% | $5,287-2.4% |
| Admin fee / account holder | $55 | $9,817-99.4% | $8,357-99.3% | $10,133-99.5% |