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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,346 | $135,956-81.4% | $123,894-79.5% | $273,972-90.7% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 10.61% | 56.63%-46.0pp | 47.52%-36.9pp | 41.46%-30.8pp |
| Employer contribution / active EE | $5,379 | $5,170+4.0% | $4,617+16.5% | $4,869+10.5% |
| Participant deferral / active EE | $8,249 | $6,343+30.1% | $5,984+37.9% | $5,287+56.0% |
| Admin fee / account holder | $153 | $9,817-98.4% | $8,357-98.2% | $10,133-98.5% |