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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,396 | $90,486-60.9% | $78,676-55.0% | $273,972-87.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 10.47% | 75.62%-65.2pp | 62.19%-51.7pp | 41.46%-31.0pp |
| Employer contribution / active EE | $2,948 | $3,175-7.2% | $2,850+3.4% | $4,869-39.5% |
| Participant deferral / active EE | $8,667 | $3,901+122.2% | $3,517+146.4% | $5,287+63.9% |
| Admin fee / account holder | $226 | $5,263-95.7% | $4,510-95.0% | $10,133-97.8% |