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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,177 | $115,225-70.3% | $100,712-66.1% | $138,895-75.4% |
| Participation rate | 90.9% | 74.3%+16.6pp | 69.3%+21.6pp | 79.9%+11.0pp |
| Annual return | 29.36% | 40.35%-11.0pp | 33.27%-3.9pp | 145.39%-116.0pp |
| Employer contribution / active EE | $2,019 | $2,771-27.1% | $2,313-12.7% | $4,194-51.9% |
| Participant deferral / active EE | $4,789 | $4,699+1.9% | $4,085+17.2% | $6,396-25.1% |
| Admin fee / account holder | $56 | $10,844-99.5% | $9,256-99.4% | $12,562-99.6% |