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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,233 | $110,337-65.3% | $102,383-62.7% | $145,877-73.8% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 26.05% | 24.83%+1.2pp | 24.94%+1.1pp | 551.28%-525.2pp |
| Employer contribution / active EE | $1,940 | $4,216-54.0% | $3,870-49.9% | $4,663-58.4% |
| Participant deferral / active EE | $2,692 | $5,621-52.1% | $5,060-46.8% | $6,691-59.8% |
| Admin fee / account holder | $209 | $9,750-97.9% | $8,391-97.5% | $13,402-98.4% |