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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,071 | $72,273-45.9% | $101,275-61.4% | $79,856-51.1% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.2pp |
| Annual return | 40.12% | 22.30%+17.8pp | 46.48%-6.4pp | 31.71%+8.4pp |
| Employer contribution / active EE | $7,685 | $2,691+185.6% | $3,660+110.0% | $2,471+211.0% |
| Participant deferral / active EE | $4,008 | $3,282+22.1% | $4,371-8.3% | $3,741+7.2% |
| Admin fee / account holder | $299 | $4,401-93.2% | $5,948-95.0% | $5,306-94.4% |