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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,495 | $135,956-66.5% | $123,894-63.3% | $273,972-83.4% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 8.24% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,301 | $5,170-55.5% | $4,617-50.2% | $4,869-52.7% |
| Participant deferral / active EE | $3,954 | $6,343-37.7% | $5,984-33.9% | $5,287-25.2% |
| Admin fee / account holder | $5 | $9,817-100.0% | $8,357-99.9% | $10,133-100.0% |