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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,938 | $135,956-73.6% | $123,894-71.0% | $273,972-86.9% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 5.92% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,936 | $5,170-62.6% | $4,617-58.1% | $4,869-60.2% |
| Participant deferral / active EE | $2,636 | $6,343-58.4% | $5,984-56.0% | $5,287-50.1% |
| Admin fee / account holder | $136 | $9,817-98.6% | $8,357-98.4% | $10,133-98.7% |