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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,250 | $135,956-78.5% | $123,894-76.4% | $273,972-89.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 3.99% | 56.63%-52.6pp | 47.52%-43.5pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,211 | $5,170-76.6% | $4,617-73.8% | $4,869-75.1% |
| Participant deferral / active EE | $3,162 | $6,343-50.1% | $5,984-47.2% | $5,287-40.2% |
| Admin fee / account holder | $172 | $9,817-98.2% | $8,357-97.9% | $10,133-98.3% |