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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,658 | $135,956-65.7% | $123,894-62.3% | $273,972-83.0% |
| Participation rate | 95.5% | 84.1%+11.4pp | 81.4%+14.0pp | 83.0%+12.4pp |
| Annual return | 7.90% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $5,888 | $5,170+13.9% | $4,617+27.5% | $4,869+20.9% |
| Participant deferral / active EE | $9,150 | $6,343+44.3% | $5,984+52.9% | $5,287+73.1% |
| Admin fee / account holder | $166 | $9,817-98.3% | $8,357-98.0% | $10,133-98.4% |