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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,933 | $181,896-78.6% | $156,551-75.1% | $273,972-85.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 6.86% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $3,541 | $6,248-43.3% | $5,501-35.6% | $4,869-27.3% |
| Participant deferral / active EE | $3,601 | $5,550-35.1% | $4,871-26.1% | $5,287-31.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |