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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,724 | $135,956-75.2% | $123,894-72.8% | $273,972-87.7% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.36% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,518 | $5,170-70.6% | $4,617-67.1% | $4,869-68.8% |
| Participant deferral / active EE | $8,113 | $6,343+27.9% | $5,984+35.6% | $5,287+53.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |