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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,603 | $126,661-72.7% | $113,397-69.5% | $138,895-75.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 18.96% | 25.05%-6.1pp | 23.20%-4.2pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,546 | $3,456-55.3% | $2,977-48.1% | $4,194-63.1% |
| Participant deferral / active EE | $3,482 | $5,693-38.8% | $5,076-31.4% | $6,396-45.6% |
| Admin fee / account holder | $39 | $14,549-99.7% | $11,957-99.7% | $12,562-99.7% |