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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,320 | $135,956-53.4% | $123,894-48.9% | $273,972-76.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 6.08% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,718 | $5,170-47.4% | $4,617-41.1% | $4,869-44.2% |
| Participant deferral / active EE | $6,083 | $6,343-4.1% | $5,984+1.7% | $5,287+15.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |