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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,851 | $135,956-47.2% | $123,894-42.0% | $273,972-73.8% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 7.94% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,697 | $5,170-28.5% | $4,617-19.9% | $4,869-24.1% |
| Participant deferral / active EE | $9,363 | $6,343+47.6% | $5,984+56.5% | $5,287+77.1% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.8% | $10,133-99.9% |