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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,983 | $110,212-63.7% | $96,534-58.6% | $139,466-71.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 30.30% | 26.42%+3.9pp | 25.88%+4.4pp | 373.66%-343.4pp |
| Employer contribution / active EE | $4,199 | $3,620+16.0% | $2,965+41.6% | $4,754-11.7% |
| Participant deferral / active EE | $4,279 | $5,547-22.9% | $4,851-11.8% | $6,712-36.2% |
| Admin fee / account holder | $20 | $11,599-99.8% | $8,253-99.8% | $11,409-99.8% |