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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,129 | $135,956-80.8% | $123,894-78.9% | $273,972-90.5% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 17.69% | 56.63%-38.9pp | 47.52%-29.8pp | 41.46%-23.8pp |
| Employer contribution / active EE | $5,105 | $5,170-1.3% | $4,617+10.6% | $4,869+4.9% |
| Participant deferral / active EE | $9,680 | $6,343+52.6% | $5,984+61.8% | $5,287+83.1% |
| Admin fee / account holder | $297 | $9,817-97.0% | $8,357-96.4% | $10,133-97.1% |