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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,982 | $181,896-77.5% | $156,551-73.8% | $273,972-85.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 41.49% | 30.74%+10.7pp | 32.23%+9.3pp | 41.46%0pp |
| Employer contribution / active EE | $5,573 | $6,248-10.8% | $5,501+1.3% | $4,869+14.5% |
| Participant deferral / active EE | $7,929 | $5,550+42.9% | $4,871+62.8% | $5,287+50.0% |
| Admin fee / account holder | $45 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |