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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,307 | $135,956-79.9% | $123,894-78.0% | $273,972-90.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 18.61% | 56.63%-38.0pp | 47.52%-28.9pp | 41.46%-22.8pp |
| Employer contribution / active EE | $4,225 | $5,170-18.3% | $4,617-8.5% | $4,869-13.2% |
| Participant deferral / active EE | $7,830 | $6,343+23.4% | $5,984+30.8% | $5,287+48.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |