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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,909 | $161,352-75.9% | $134,172-71.0% | $137,256-71.7% |
| Participation rate | 83.3% | 78.3%+5.0pp | 72.5%+10.9pp | 80.0%+3.4pp |
| Annual return | 25.14% | 28.72%-3.6pp | 25.30%-0.2pp | 220.34%-195.2pp |
| Employer contribution / active EE | $3,986 | $4,099-2.7% | $3,420+16.6% | $4,156-4.1% |
| Participant deferral / active EE | $7,063 | $5,552+27.2% | $4,690+50.6% | $6,407+10.2% |
| Admin fee / account holder | $138 | $15,028-99.1% | $12,016-98.8% | $12,270-98.9% |