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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,929 | $135,956-68.4% | $123,894-65.3% | $273,972-84.3% |
| Participation rate | 87.0% | 84.1%+2.9pp | 81.4%+5.5pp | 83.0%+3.9pp |
| Annual return | 7.47% | 56.63%-49.2pp | 47.52%-40.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,292 | $6,343+15.0% | $5,984+21.8% | $5,287+37.9% |
| Admin fee / account holder | $281 | $9,817-97.1% | $8,357-96.6% | $10,133-97.2% |