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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,751 | $77,358-48.6% | $102,184-61.1% | $87,485-54.6% |
| Participation rate | 96.4% | 78.7%+17.7pp | 82.6%+13.8pp | 68.9%+27.4pp |
| Annual return | 21.94% | 41.11%-19.2pp | 31.58%-9.6pp | 26.06%-4.1pp |
| Employer contribution / active EE | $3,393 | $2,562+32.5% | $3,594-5.6% | $2,596+30.7% |
| Participant deferral / active EE | $7,585 | $6,753+12.3% | $8,309-8.7% | $4,274+77.5% |
| Admin fee / account holder | $77 | $6,809-98.9% | $11,609-99.3% | $7,775-99.0% |