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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,485 | $73,988-42.6% | $96,538-56.0% | $75,177-43.5% |
| Participation rate | 73.1% | 66.4%+6.6pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 18.03% | 26.73%-8.7pp | 35.74%-17.7pp | 160.75%-142.7pp |
| Employer contribution / active EE | $2,286 | $2,930-22.0% | $3,740-38.9% | $2,671-14.4% |
| Participant deferral / active EE | $6,353 | $3,660+73.6% | $4,880+30.2% | $4,126+54.0% |
| Admin fee / account holder | $5 | $5,220-99.9% | $6,737-99.9% | $5,651-99.9% |