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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,290 | $135,956-74.0% | $123,894-71.5% | $273,972-87.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 10.54% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $3,267 | $5,170-36.8% | $4,617-29.2% | $4,869-32.9% |
| Participant deferral / active EE | $9,335 | $6,343+47.2% | $5,984+56.0% | $5,287+76.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |