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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,335 | $81,504-51.7% | $102,437-61.6% | $80,959-51.4% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 11.49% | 25.60%-14.1pp | 24.95%-13.5pp | 35.67%-24.2pp |
| Employer contribution / active EE | $5,170 | $3,104+66.6% | $3,871+33.6% | $2,757+87.5% |
| Participant deferral / active EE | $4,800 | $3,871+24.0% | $5,060-5.1% | $4,300+11.6% |
| Admin fee / account holder | $200 | $6,719-97.0% | $8,388-97.6% | $6,925-97.1% |