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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,198 | $135,956-82.9% | $123,894-81.3% | $273,972-91.5% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 6.20% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $6,999 | $5,170+35.4% | $4,617+51.6% | $4,869+43.7% |
| Participant deferral / active EE | $6,676 | $6,343+5.2% | $5,984+11.6% | $5,287+26.3% |
| Admin fee / account holder | $43 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |