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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,493 | $126,661-72.8% | $113,397-69.6% | $138,895-75.2% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.5%+16.4pp | 79.9%+12.9pp |
| Annual return | 25.89% | 25.05%+0.8pp | 23.20%+2.7pp | 145.39%-119.5pp |
| Employer contribution / active EE | $1,934 | $3,456-44.1% | $2,977-35.1% | $4,194-53.9% |
| Participant deferral / active EE | $3,733 | $5,693-34.4% | $5,076-26.5% | $6,396-41.6% |
| Admin fee / account holder | $187 | $14,549-98.7% | $11,957-98.4% | $12,562-98.5% |