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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,947 | $135,956-41.2% | $123,894-35.5% | $273,972-70.8% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 7.98% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $6,512 | $5,170+26.0% | $4,617+41.0% | $4,869+33.7% |
| Participant deferral / active EE | $9,784 | $6,343+54.2% | $5,984+63.5% | $5,287+85.0% |
| Admin fee / account holder | $70 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |