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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,335 | $81,446-51.7% | $103,374-61.9% | $80,874-51.4% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 11.49% | 25.57%-14.1pp | 24.89%-13.4pp | 35.62%-24.1pp |
| Employer contribution / active EE | $5,170 | $3,107+66.4% | $3,869+33.6% | $2,756+87.6% |
| Participant deferral / active EE | $4,800 | $3,870+24.0% | $5,058-5.1% | $4,297+11.7% |
| Admin fee / account holder | $200 | $6,715-97.0% | $8,394-97.6% | $6,935-97.1% |