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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,518 | $162,967-86.2% | $135,792-83.4% | $138,895-83.8% |
| Participation rate | 90.9% | 78.3%+12.6pp | 72.6%+18.3pp | 79.9%+11.0pp |
| Annual return | 13.48% | 30.08%-16.6pp | 25.96%-12.5pp | 145.39%-131.9pp |
| Employer contribution / active EE | $3,093 | $4,211-26.6% | $3,496-11.5% | $4,194-26.3% |
| Participant deferral / active EE | $3,526 | $5,640-37.5% | $4,759-25.9% | $6,396-44.9% |
| Admin fee / account holder | $117 | $15,306-99.2% | $12,266-99.0% | $12,562-99.1% |