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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,081 | $104,650-67.4% | $83,854-59.4% | $155,188-78.0% |
| Participation rate | 79.2% | 65.1%+14.1pp | 59.1%+20.1pp | 80.8%-1.6pp |
| Annual return | 20.02% | 28.97%-9.0pp | 31.39%-11.4pp | 148.84%-128.8pp |
| Employer contribution / active EE | $1,206 | $1,196+0.8% | $1,017+18.6% | $4,248-71.6% |
| Participant deferral / active EE | $2,274 | $2,367-4.0% | $2,035+11.7% | $6,531-65.2% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |