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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,684 | $135,956-56.1% | $123,894-51.8% | $273,972-78.2% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 15.35% | 56.63%-41.3pp | 47.52%-32.2pp | 41.46%-26.1pp |
| Employer contribution / active EE | $4,583 | $5,170-11.4% | $4,617-0.7% | $4,869-5.9% |
| Participant deferral / active EE | $6,207 | $6,343-2.1% | $5,984+3.7% | $5,287+17.4% |
| Admin fee / account holder | $158 | $9,817-98.4% | $8,357-98.1% | $10,133-98.4% |