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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,177 | $112,729-69.7% | $98,716-65.4% | $137,256-75.1% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 29.36% | 38.48%-9.1pp | 31.81%-2.4pp | 220.34%-191.0pp |
| Employer contribution / active EE | $2,019 | $2,725-25.9% | $2,279-11.4% | $4,156-51.4% |
| Participant deferral / active EE | $4,789 | $4,640+3.2% | $4,048+18.3% | $6,407-25.2% |
| Admin fee / account holder | $56 | $10,129-99.4% | $8,703-99.4% | $12,270-99.5% |