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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,713 | $107,666-80.8% | $102,184-79.7% | $154,746-86.6% |
| Participation rate | 92.3% | 83.7%+8.6pp | 82.6%+9.7pp | 80.7%+11.6pp |
| Annual return | 29.12% | 29.33%-0.2pp | 31.58%-2.5pp | 172.34%-143.2pp |
| Employer contribution / active EE | $3,260 | $3,846-15.2% | $3,594-9.3% | $4,379-25.6% |
| Participant deferral / active EE | $6,504 | $8,719-25.4% | $8,309-21.7% | $6,730-3.4% |
| Admin fee / account holder | $152 | $12,943-98.8% | $11,609-98.7% | $14,365-98.9% |