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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,741 | $136,860-74.6% | $120,344-71.1% | $154,746-77.5% |
| Participation rate | 77.8% | 79.9%-2.1pp | 76.7%+1.1pp | 80.7%-2.9pp |
| Annual return | 20.17% | 21.38%-1.2pp | 20.30%-0.1pp | 172.34%-152.2pp |
| Employer contribution / active EE | $3,311 | $3,533-6.3% | $3,020+9.6% | $4,379-24.4% |
| Participant deferral / active EE | $4,847 | $5,793-16.3% | $5,135-5.6% | $6,730-28.0% |
| Admin fee / account holder | $36 | $15,393-99.8% | $12,742-99.7% | $14,365-99.7% |