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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,685 | $135,956-58.3% | $123,894-54.2% | $273,972-79.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 8.42% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $3,981 | $5,170-23.0% | $4,617-13.8% | $4,869-18.2% |
| Participant deferral / active EE | $8,861 | $6,343+39.7% | $5,984+48.1% | $5,287+67.6% |
| Admin fee / account holder | $8 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |