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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,473 | $136,860-73.3% | $120,344-69.7% | $154,746-76.4% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 21.36% | 21.38%0pp | 20.30%+1.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $3,215 | $3,533-9.0% | $3,020+6.4% | $4,379-26.6% |
| Participant deferral / active EE | $6,136 | $5,793+5.9% | $5,135+19.5% | $6,730-8.8% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,742-99.8% | $14,365-99.9% |