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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,948 | $138,312-77.6% | $122,979-74.8% | $155,188-80.1% |
| Participation rate | 76.9% | 80.2%-3.3pp | 77.2%-0.3pp | 80.8%-3.9pp |
| Annual return | 23.18% | 22.06%+1.1pp | 20.12%+3.1pp | 148.84%-125.7pp |
| Employer contribution / active EE | $3,085 | $3,530-12.6% | $3,062+0.7% | $4,248-27.4% |
| Participant deferral / active EE | $6,486 | $5,592+16.0% | $5,003+29.6% | $6,531-0.7% |
| Admin fee / account holder | $33 | $15,089-99.8% | $12,864-99.7% | $14,480-99.8% |