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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,014 | $215,361-81.9% | $171,082-77.2% | $273,972-85.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 76.7%+13.3pp | 83.0%+7.0pp |
| Annual return | 3.97% | 25.14%-21.2pp | 32.56%-28.6pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,500 | $4,967-69.8% | $4,002-62.5% | $4,869-69.2% |
| Participant deferral / active EE | $1,560 | $5,543-71.9% | $4,797-67.5% | $5,287-70.5% |
| Admin fee / account holder | $257 | $10,846-97.6% | $8,520-97.0% | $10,133-97.5% |