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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,079 | $77,472-52.1% | $100,415-63.1% | $80,959-54.2% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.7%+12.3pp |
| Annual return | 21.33% | 37.26%-15.9pp | 49.47%-28.1pp | 35.67%-14.3pp |
| Employer contribution / active EE | $1,271 | $2,800-54.6% | $3,943-67.8% | $2,757-53.9% |
| Participant deferral / active EE | $12,309 | $6,818+80.5% | $8,091+52.1% | $4,300+186.2% |
| Admin fee / account holder | $18 | $5,885-99.7% | $7,906-99.8% | $6,925-99.7% |