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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,803 | $76,371-45.3% | $93,621-55.3% | $72,975-42.7% |
| Participation rate | 83.9% | 71.8%+12.1pp | 75.8%+8.0pp | 69.5%+14.4pp |
| Annual return | 20.45% | 25.82%-5.4pp | 32.76%-12.3pp | 81.01%-60.6pp |
| Employer contribution / active EE | $1,942 | $2,276-14.7% | $2,719-28.6% | $2,440-20.4% |
| Participant deferral / active EE | $3,381 | $3,538-4.4% | $4,070-16.9% | $3,608-6.3% |
| Admin fee / account holder | $119 | $6,839-98.3% | $7,890-98.5% | $5,124-97.7% |