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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,866 | $199,109-78.0% | $173,730-74.8% | $154,746-71.7% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 15.06% | 20.02%-5.0pp | 19.96%-4.9pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,155 | $5,311-40.6% | $4,577-31.1% | $4,379-28.0% |
| Participant deferral / active EE | $2,253 | $7,113-68.3% | $6,326-64.4% | $6,730-66.5% |
| Admin fee / account holder | $223 | $20,916-98.9% | $17,523-98.7% | $14,365-98.4% |