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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,751 | $78,520-49.4% | $96,576-58.8% | $82,448-51.8% |
| Participation rate | 96.4% | 77.7%+18.6pp | 81.4%+14.9pp | 68.1%+28.3pp |
| Annual return | 21.94% | 41.30%-19.4pp | 38.47%-16.5pp | 41.64%-19.7pp |
| Employer contribution / active EE | $3,393 | $2,630+29.1% | $3,553-4.5% | $2,551+33.0% |
| Participant deferral / active EE | $7,585 | $6,754+12.3% | $7,956-4.7% | $4,139+83.2% |
| Admin fee / account holder | $77 | $13,455-99.4% | $11,381-99.3% | $7,234-98.9% |