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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,913 | $124,213-77.5% | $118,106-76.4% | $154,746-82.0% |
| Participation rate | 87.5% | 83.6%+3.9pp | 81.9%+5.6pp | 80.7%+6.8pp |
| Annual return | 21.22% | 18.29%+2.9pp | 19.44%+1.8pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,615 | $4,905-67.1% | $4,698-65.6% | $4,379-63.1% |
| Participant deferral / active EE | $2,540 | $6,859-63.0% | $6,619-61.6% | $6,730-62.3% |
| Admin fee / account holder | $123 | $9,627-98.7% | $8,973-98.6% | $14,365-99.1% |