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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,119 | $135,956-74.2% | $123,894-71.7% | $273,972-87.2% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 7.17% | 56.63%-49.5pp | 47.52%-40.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,826 | $5,170-64.7% | $4,617-60.4% | $4,869-62.5% |
| Participant deferral / active EE | $3,325 | $6,343-47.6% | $5,984-44.4% | $5,287-37.1% |
| Admin fee / account holder | $143 | $9,817-98.5% | $8,357-98.3% | $10,133-98.6% |