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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,678 | $100,970-73.6% | $96,576-72.4% | $137,256-80.6% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 27.64% | 38.16%-10.5pp | 38.47%-10.8pp | 220.34%-192.7pp |
| Employer contribution / active EE | $4,075 | $3,809+7.0% | $3,553+14.7% | $4,156-2.0% |
| Participant deferral / active EE | $9,676 | $8,286+16.8% | $7,956+21.6% | $6,407+51.0% |
| Admin fee / account holder | $46 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |