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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,306 | $90,486-56.6% | $78,676-50.0% | $273,972-85.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 8.39% | 75.62%-67.2pp | 62.19%-53.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $5,724 | $3,175+80.3% | $2,850+100.8% | $4,869+17.6% |
| Participant deferral / active EE | $8,072 | $3,901+106.9% | $3,517+129.5% | $5,287+52.7% |
| Admin fee / account holder | $138 | $5,263-97.4% | $4,510-96.9% | $10,133-98.6% |