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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,473 | $126,661-71.2% | $113,397-67.8% | $138,895-73.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 21.36% | 25.05%-3.7pp | 23.20%-1.8pp | 145.39%-124.0pp |
| Employer contribution / active EE | $3,215 | $3,456-7.0% | $2,977+8.0% | $4,194-23.4% |
| Participant deferral / active EE | $6,136 | $5,693+7.8% | $5,076+20.9% | $6,396-4.1% |
| Admin fee / account holder | $20 | $14,549-99.9% | $11,957-99.8% | $12,562-99.8% |