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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,699 | $100,125-89.3% | $81,482-86.9% | $145,978-92.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 8.10% | 34.44%-26.3pp | 24.79%-16.7pp | 550.52%-542.4pp |
| Employer contribution / active EE | $3,138 | $2,977+5.4% | $2,463+27.4% | $4,662-32.7% |
| Participant deferral / active EE | $2,459 | $4,609-46.7% | $3,885-36.7% | $6,690-63.2% |
| Admin fee / account holder | $110 | $8,198-98.7% | $5,761-98.1% | $13,400-99.2% |