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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,707 | $184,014-81.7% | $161,149-79.1% | $138,895-75.7% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.8%+13.5pp | 79.9%+12.4pp |
| Annual return | 21.28% | 21.52%-0.2pp | 21.16%+0.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $3,337 | $5,055-34.0% | $4,360-23.5% | $4,194-20.4% |
| Participant deferral / active EE | $7,268 | $6,909+5.2% | $6,153+18.1% | $6,396+13.6% |
| Admin fee / account holder | $25 | $18,027-99.9% | $15,194-99.8% | $12,562-99.8% |