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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,903 | $102,609-58.2% | $98,090-56.3% | $138,895-69.1% |
| Participation rate | 81.0% | 82.8%-1.8pp | 81.5%-0.6pp | 79.9%+1.0pp |
| Annual return | 19.27% | 36.44%-17.2pp | 37.05%-17.8pp | 145.39%-126.1pp |
| Employer contribution / active EE | $3,338 | $3,867-13.7% | $3,606-7.4% | $4,194-20.4% |
| Participant deferral / active EE | $7,675 | $8,167-6.0% | $7,845-2.2% | $6,396+20.0% |
| Admin fee / account holder | $5 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |