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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,184 | $117,433-78.6% | $99,475-74.7% | $152,897-83.5% |
| Participation rate | 71.4% | 77.5%-6.1pp | 73.8%-2.4pp | 82.5%-11.0pp |
| Annual return | 32.73% | 31.87%+0.9pp | 30.72%+2.0pp | 345.43%-312.7pp |
| Employer contribution / active EE | $3,042 | $3,013+1.0% | $2,540+19.8% | $4,764-36.1% |
| Participant deferral / active EE | $5,874 | $4,086+43.8% | $3,619+62.3% | $5,851+0.4% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |