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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,671 | $124,425-68.9% | $112,040-65.5% | $137,256-71.8% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 21.37% | 24.72%-3.3pp | 24.52%-3.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,039 | $3,411-40.2% | $2,954-31.0% | $4,156-50.9% |
| Participant deferral / active EE | $5,635 | $5,718-1.5% | $5,098+10.5% | $6,407-12.0% |
| Admin fee / account holder | $19 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |