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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,104 | $127,387-77.2% | $115,038-74.7% | $125,389-76.8% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | 3.23% | 31.28%-28.0pp | 26.14%-22.9pp | 282.24%-279.0pp |
| Employer contribution / active EE | $1,315 | $5,166-74.5% | $4,608-71.5% | $4,866-73.0% |
| Participant deferral / active EE | $3,519 | $6,423-45.2% | $6,026-41.6% | $5,352-34.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |