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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,151 | $112,729-75.0% | $98,716-71.5% | $137,256-79.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 19.29% | 38.48%-19.2pp | 31.81%-12.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,824 | $2,725+3.6% | $2,279+23.9% | $4,156-32.1% |
| Participant deferral / active EE | $4,244 | $4,640-8.5% | $4,048+4.8% | $6,407-33.8% |
| Admin fee / account holder | $127 | $10,129-98.7% | $8,703-98.5% | $12,270-99.0% |