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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,087 | $76,551-50.2% | $123,894-69.3% | $62,881-39.4% |
| Participation rate | 95.3% | 73.0%+22.4pp | 81.4%+13.9pp | 69.3%+26.0pp |
| Annual return | 11.14% | 18.68%-7.5pp | 47.52%-36.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $3,730 | $2,882+29.4% | $4,617-19.2% | $2,281+63.5% |
| Participant deferral / active EE | $8,711 | $4,840+80.0% | $5,984+45.6% | $3,203+172.0% |
| Admin fee / account holder | $186 | $4,826-96.2% | $8,357-97.8% | $4,296-95.7% |