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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,280 | $135,956-70.4% | $123,894-67.5% | $273,972-85.3% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 10.96% | 56.63%-45.7pp | 47.52%-36.6pp | 41.46%-30.5pp |
| Employer contribution / active EE | $4,651 | $5,170-10.0% | $4,617+0.7% | $4,869-4.5% |
| Participant deferral / active EE | $9,849 | $6,343+55.3% | $5,984+64.6% | $5,287+86.3% |
| Admin fee / account holder | $218 | $9,817-97.8% | $8,357-97.4% | $10,133-97.9% |