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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,465 | $110,240-79.6% | $96,544-76.7% | $139,487-83.9% |
| Participation rate | 78.3% | 78.1%+0.1pp | 76.0%+2.3pp | 80.3%-2.1pp |
| Annual return | 28.05% | 26.41%+1.6pp | 25.88%+2.2pp | 373.84%-345.8pp |
| Employer contribution / active EE | $3,147 | $3,622-13.1% | $2,966+6.1% | $4,755-33.8% |
| Participant deferral / active EE | $5,488 | $5,549-1.1% | $4,851+13.1% | $6,713-18.2% |
| Admin fee / account holder | $92 | $11,602-99.2% | $8,254-98.9% | $11,407-99.2% |