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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,037 | $135,956-73.5% | $123,894-70.9% | $273,972-86.8% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 8.78% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,255 | $5,170-56.4% | $4,617-51.2% | $4,869-53.7% |
| Participant deferral / active EE | $6,565 | $6,343+3.5% | $5,984+9.7% | $5,287+24.2% |
| Admin fee / account holder | $203 | $9,817-97.9% | $8,357-97.6% | $10,133-98.0% |