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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,442 | $135,956-73.9% | $123,894-71.4% | $273,972-87.1% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 13.10% | 56.63%-43.5pp | 47.52%-34.4pp | 41.46%-28.4pp |
| Employer contribution / active EE | $3,920 | $5,170-24.2% | $4,617-15.1% | $4,869-19.5% |
| Participant deferral / active EE | $4,745 | $6,343-25.2% | $5,984-20.7% | $5,287-10.3% |
| Admin fee / account holder | $81 | $9,817-99.2% | $8,357-99.0% | $10,133-99.2% |