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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,068 | $135,956-71.3% | $123,894-68.5% | $273,972-85.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.72% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $4,933 | $5,170-4.6% | $4,617+6.9% | $4,869+1.3% |
| Participant deferral / active EE | $4,018 | $6,343-36.7% | $5,984-32.9% | $5,287-24.0% |
| Admin fee / account holder | $162 | $9,817-98.4% | $8,357-98.1% | $10,133-98.4% |