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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,586 | $135,956-78.2% | $123,894-76.1% | $273,972-89.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.94% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,618 | $5,170-30.0% | $4,617-21.6% | $4,869-25.7% |
| Participant deferral / active EE | $5,572 | $6,343-12.2% | $5,984-6.9% | $5,287+5.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |