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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,142 | $135,956-70.5% | $123,894-67.6% | $273,972-85.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 15.50% | 56.63%-41.1pp | 47.52%-32.0pp | 41.46%-26.0pp |
| Employer contribution / active EE | $5,310 | $5,170+2.7% | $4,617+15.0% | $4,869+9.1% |
| Participant deferral / active EE | $5,305 | $6,343-16.4% | $5,984-11.3% | $5,287+0.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |