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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,667 | $135,956-76.7% | $123,894-74.4% | $273,972-88.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 10.20% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.3pp |
| Employer contribution / active EE | $2,505 | $5,170-51.5% | $4,617-45.7% | $4,869-48.6% |
| Participant deferral / active EE | $8,561 | $6,343+35.0% | $5,984+43.1% | $5,287+61.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |