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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,150 | $112,729-67.0% | $98,716-62.4% | $137,256-72.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 21.46% | 38.48%-17.0pp | 31.81%-10.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,888 | $2,725+6.0% | $2,279+26.7% | $4,156-30.5% |
| Participant deferral / active EE | $5,298 | $4,640+14.2% | $4,048+30.9% | $6,407-17.3% |
| Admin fee / account holder | $204 | $10,129-98.0% | $8,703-97.7% | $12,270-98.3% |