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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,549 | $135,956-43.0% | $123,894-37.4% | $273,972-71.7% |
| Participation rate | 73.7% | 84.1%-10.4pp | 81.4%-7.7pp | 83.0%-9.3pp |
| Annual return | 9.76% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $2,512 | $5,170-51.4% | $4,617-45.6% | $4,869-48.4% |
| Participant deferral / active EE | $6,716 | $6,343+5.9% | $5,984+12.2% | $5,287+27.0% |
| Admin fee / account holder | $293 | $9,817-97.0% | $8,357-96.5% | $10,133-97.1% |