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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,717 | $110,337-78.5% | $102,383-76.8% | $145,877-83.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 26.33% | 24.83%+1.5pp | 24.94%+1.4pp | 551.28%-525.0pp |
| Employer contribution / active EE | $2,923 | $4,216-30.7% | $3,870-24.5% | $4,663-37.3% |
| Participant deferral / active EE | $3,912 | $5,621-30.4% | $5,060-22.7% | $6,691-41.5% |
| Admin fee / account holder | $140 | $9,750-98.6% | $8,391-98.3% | $13,402-99.0% |