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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,678 | $97,289-72.6% | $92,805-71.3% | $155,188-82.8% |
| Participation rate | 85.7% | 84.2%+1.5pp | 83.5%+2.2pp | 80.8%+4.9pp |
| Annual return | 27.64% | 29.03%-1.4pp | 31.59%-3.9pp | 148.84%-121.2pp |
| Employer contribution / active EE | $4,075 | $3,632+12.2% | $3,424+19.0% | $4,248-4.1% |
| Participant deferral / active EE | $9,676 | $8,795+10.0% | $8,448+14.5% | $6,531+48.2% |
| Admin fee / account holder | $46 | $12,015-99.6% | $10,911-99.6% | $14,480-99.7% |