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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,741 | $124,425-72.1% | $112,040-69.0% | $137,256-74.7% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 20.17% | 24.72%-4.5pp | 24.52%-4.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,311 | $3,411-2.9% | $2,954+12.1% | $4,156-20.3% |
| Participant deferral / active EE | $4,847 | $5,718-15.2% | $5,098-4.9% | $6,407-24.3% |
| Admin fee / account holder | $36 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |