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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,396 | $135,956-82.1% | $123,894-80.3% | $273,972-91.1% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 9.76% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $3,910 | $5,170-24.4% | $4,617-15.3% | $4,869-19.7% |
| Participant deferral / active EE | $6,305 | $6,343-0.6% | $5,984+5.4% | $5,287+19.3% |
| Admin fee / account holder | $93 | $9,817-99.1% | $8,357-98.9% | $10,133-99.1% |