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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,245 | $76,371-47.3% | $93,621-57.0% | $72,976-44.9% |
| Participation rate | 96.9% | 71.8%+25.1pp | 75.8%+21.0pp | 69.5%+27.4pp |
| Annual return | 33.66% | 25.82%+7.8pp | 32.76%+0.9pp | 81.02%-47.4pp |
| Employer contribution / active EE | $2,164 | $2,276-4.9% | $2,719-20.4% | $2,440-11.3% |
| Participant deferral / active EE | $3,835 | $3,538+8.4% | $4,070-5.8% | $3,608+6.3% |
| Admin fee / account holder | $298 | $6,839-95.6% | $7,890-96.2% | $5,124-94.2% |