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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,909 | $96,965-55.7% | $97,995-56.2% | $147,586-70.9% |
| Participation rate | 83.3% | 83.6%-0.3pp | 82.4%+0.9pp | 82.8%+0.5pp |
| Annual return | 22.39% | 24.11%-1.7pp | 23.94%-1.5pp | 578.59%-556.2pp |
| Employer contribution / active EE | $3,208 | $4,536-29.3% | $4,158-22.8% | $4,876-34.2% |
| Participant deferral / active EE | $5,478 | $5,081+7.8% | $5,097+7.5% | $5,439+0.7% |
| Admin fee / account holder | $184 | $8,120-97.7% | $5,943-96.9% | $10,886-98.3% |