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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,970 | $135,956-74.3% | $123,894-71.8% | $273,972-87.2% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 12.96% | 56.63%-43.7pp | 47.52%-34.6pp | 41.46%-28.5pp |
| Employer contribution / active EE | $4,276 | $5,170-17.3% | $4,617-7.4% | $4,869-12.2% |
| Participant deferral / active EE | $6,056 | $6,343-4.5% | $5,984+1.2% | $5,287+14.5% |
| Admin fee / account holder | $277 | $9,817-97.2% | $8,357-96.7% | $10,133-97.3% |