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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,678 | $107,666-75.2% | $102,184-73.9% | $154,746-82.8% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.7%+5.0pp |
| Annual return | 27.64% | 29.33%-1.7pp | 31.58%-3.9pp | 172.34%-144.7pp |
| Employer contribution / active EE | $4,075 | $3,846+5.9% | $3,594+13.4% | $4,379-7.0% |
| Participant deferral / active EE | $9,676 | $8,719+11.0% | $8,309+16.5% | $6,730+43.8% |
| Admin fee / account holder | $46 | $12,943-99.6% | $11,609-99.6% | $14,365-99.7% |