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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,440 | $135,956-67.3% | $123,894-64.1% | $273,972-83.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 6.67% | 56.63%-50.0pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $4,953 | $5,170-4.2% | $4,617+7.3% | $4,869+1.7% |
| Participant deferral / active EE | $9,580 | $6,343+51.0% | $5,984+60.1% | $5,287+81.2% |
| Admin fee / account holder | $108 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |