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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,335 | $81,457-51.7% | $103,378-62.0% | $80,911-51.4% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 11.49% | 25.58%-14.1pp | 24.91%-13.4pp | 35.63%-24.1pp |
| Employer contribution / active EE | $5,170 | $3,107+66.4% | $3,870+33.6% | $2,756+87.6% |
| Participant deferral / active EE | $4,800 | $3,871+24.0% | $5,058-5.1% | $4,297+11.7% |
| Admin fee / account holder | $200 | $6,717-97.0% | $8,401-97.6% | $6,935-97.1% |