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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,603 | $136,860-74.7% | $120,344-71.2% | $154,746-77.6% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 18.96% | 21.38%-2.4pp | 20.30%-1.3pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,546 | $3,533-56.3% | $3,020-48.8% | $4,379-64.7% |
| Participant deferral / active EE | $3,482 | $5,793-39.9% | $5,135-32.2% | $6,730-48.3% |
| Admin fee / account holder | $39 | $15,393-99.7% | $12,742-99.7% | $14,365-99.7% |