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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,903 | $107,666-60.2% | $102,184-58.0% | $154,746-72.3% |
| Participation rate | 81.0% | 83.7%-2.8pp | 82.6%-1.6pp | 80.7%+0.3pp |
| Annual return | 19.27% | 29.33%-10.1pp | 31.58%-12.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $3,338 | $3,846-13.2% | $3,594-7.1% | $4,379-23.8% |
| Participant deferral / active EE | $7,675 | $8,719-12.0% | $8,309-7.6% | $6,730+14.0% |
| Admin fee / account holder | $5 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |