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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,136 | $135,956-75.6% | $123,894-73.3% | $273,972-87.9% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 12.00% | 56.63%-44.6pp | 47.52%-35.5pp | 41.46%-29.5pp |
| Employer contribution / active EE | $2,953 | $5,170-42.9% | $4,617-36.0% | $4,869-39.3% |
| Participant deferral / active EE | $4,188 | $6,343-34.0% | $5,984-30.0% | $5,287-20.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |