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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,162 | $135,956-62.4% | $123,894-58.7% | $273,970-81.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 9.49% | 56.63%-47.1pp | 47.52%-38.0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $3,259 | $5,170-37.0% | $4,617-29.4% | $4,869-33.1% |
| Participant deferral / active EE | $6,575 | $6,343+3.7% | $5,984+9.9% | $5,287+24.4% |
| Admin fee / account holder | $281 | $9,817-97.1% | $8,357-96.6% | $10,132-97.2% |