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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,979 | $102,609-53.2% | $98,090-51.1% | $138,895-65.5% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 22.60% | 36.44%-13.8pp | 37.05%-14.5pp | 145.39%-122.8pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,640 | $8,167+67.0% | $7,845+73.9% | $6,396+113.3% |
| Admin fee / account holder | $170 | $11,434-98.5% | $11,815-98.6% | $12,562-98.6% |