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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,866 | $213,785-79.5% | $185,441-76.3% | $155,188-71.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 80.3%+5.5pp | 80.8%+4.9pp |
| Annual return | 15.06% | 19.97%-4.9pp | 20.16%-5.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $3,155 | $5,393-41.5% | $4,672-32.5% | $4,248-25.7% |
| Participant deferral / active EE | $2,253 | $6,864-67.2% | $6,152-63.4% | $6,531-65.5% |
| Admin fee / account holder | $223 | $21,134-98.9% | $17,890-98.8% | $14,480-98.5% |