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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,187 | $135,956-78.5% | $123,894-76.4% | $273,972-89.3% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 17.93% | 56.63%-38.7pp | 47.52%-29.6pp | 41.46%-23.5pp |
| Employer contribution / active EE | $9,188 | $5,170+77.7% | $4,617+99.0% | $4,869+88.7% |
| Participant deferral / active EE | $6,917 | $6,343+9.0% | $5,984+15.6% | $5,287+30.8% |
| Admin fee / account holder | $188 | $9,817-98.1% | $8,357-97.7% | $10,133-98.1% |