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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,356 | $135,956-54.1% | $123,894-49.7% | $273,972-77.2% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 6.96% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,408 | $5,170-53.4% | $4,617-47.8% | $4,869-50.5% |
| Participant deferral / active EE | $4,955 | $6,343-21.9% | $5,984-17.2% | $5,287-6.3% |
| Admin fee / account holder | $15 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |