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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,313 | $156,398-72.3% | $147,318-70.6% | $138,895-68.8% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 21.08% | 78.75%-57.7pp | 70.43%-49.4pp | 145.39%-124.3pp |
| Employer contribution / active EE | $3,335 | $4,853-31.3% | $4,593-27.4% | $4,194-20.5% |
| Participant deferral / active EE | $7,241 | $8,237-12.1% | $7,906-8.4% | $6,396+13.2% |
| Admin fee / account holder | $87 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |