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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,849 | $138,312-73.4% | $122,979-70.0% | $155,188-76.3% |
| Participation rate | 87.5% | 80.2%+7.3pp | 77.2%+10.3pp | 80.8%+6.7pp |
| Annual return | 20.95% | 22.06%-1.1pp | 20.12%+0.8pp | 148.84%-127.9pp |
| Employer contribution / active EE | $3,251 | $3,530-7.9% | $3,062+6.2% | $4,248-23.5% |
| Participant deferral / active EE | $5,855 | $5,592+4.7% | $5,003+17.0% | $6,531-10.4% |
| Admin fee / account holder | $138 | $15,089-99.1% | $12,864-98.9% | $14,480-99.0% |