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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,807 | $135,956-70.7% | $123,894-67.9% | $273,972-85.5% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 9.26% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $3,267 | $5,170-36.8% | $4,617-29.2% | $4,869-32.9% |
| Participant deferral / active EE | $7,593 | $6,343+19.7% | $5,984+26.9% | $5,287+43.6% |
| Admin fee / account holder | -$668 | $9,817-106.8% | $8,357-108.0% | $10,133-106.6% |