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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,024 | $135,956-83.1% | $123,894-81.4% | $273,972-91.6% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 13.32% | 56.63%-43.3pp | 47.52%-34.2pp | 41.46%-28.1pp |
| Employer contribution / active EE | $1,319 | $5,170-74.5% | $4,617-71.4% | $4,869-72.9% |
| Participant deferral / active EE | $6,586 | $6,343+3.8% | $5,984+10.1% | $5,287+24.6% |
| Admin fee / account holder | $3 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |