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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,678 | $102,609-74.0% | $98,090-72.8% | $138,895-80.8% |
| Participation rate | 85.7% | 82.8%+2.9pp | 81.5%+4.2pp | 79.9%+5.8pp |
| Annual return | 27.64% | 36.44%-8.8pp | 37.05%-9.4pp | 145.39%-117.8pp |
| Employer contribution / active EE | $4,075 | $3,867+5.4% | $3,606+13.0% | $4,194-2.9% |
| Participant deferral / active EE | $9,676 | $8,167+18.5% | $7,845+23.3% | $6,396+51.3% |
| Admin fee / account holder | $46 | $11,434-99.6% | $11,815-99.6% | $12,562-99.6% |