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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,303 | $100,970-66.0% | $96,576-64.5% | $137,256-75.0% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 22.43% | 38.16%-15.7pp | 38.47%-16.0pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,759 | $3,809-1.3% | $3,553+5.8% | $4,156-9.6% |
| Participant deferral / active EE | $5,985 | $8,286-27.8% | $7,956-24.8% | $6,407-6.6% |
| Admin fee / account holder | $65 | $11,312-99.4% | $11,381-99.4% | $12,270-99.5% |