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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,194 | $135,956-60.1% | $123,894-56.3% | $273,972-80.2% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 10.84% | 56.63%-45.8pp | 47.52%-36.7pp | 41.46%-30.6pp |
| Employer contribution / active EE | $2,711 | $5,170-47.6% | $4,617-41.3% | $4,869-44.3% |
| Participant deferral / active EE | $5,281 | $6,343-16.7% | $5,984-11.7% | $5,287-0.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |