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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,231 | $135,956-52.0% | $123,894-47.3% | $273,972-76.2% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 8.69% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $4,354 | $5,170-15.8% | $4,617-5.7% | $4,869-10.6% |
| Participant deferral / active EE | $5,012 | $6,343-21.0% | $5,984-16.3% | $5,287-5.2% |
| Admin fee / account holder | $26 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |