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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,586 | $135,956-74.6% | $123,894-72.1% | $273,972-87.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 9.55% | 56.63%-47.1pp | 47.52%-38.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,361 | $5,170-73.7% | $4,617-70.5% | $4,869-72.0% |
| Participant deferral / active EE | $10,837 | $6,343+70.9% | $5,984+81.1% | $5,287+105.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |