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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,586 | $126,661-71.9% | $113,397-68.6% | $138,895-74.4% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.5%+12.4pp | 79.9%+9.0pp |
| Annual return | 12.34% | 25.05%-12.7pp | 23.20%-10.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,240 | $3,456-35.2% | $2,977-24.7% | $4,194-46.6% |
| Participant deferral / active EE | $6,188 | $5,693+8.7% | $5,076+21.9% | $6,396-3.3% |
| Admin fee / account holder | $287 | $14,549-98.0% | $11,957-97.6% | $12,562-97.7% |