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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,778 | $77,460-59.0% | $100,378-68.3% | $80,925-60.7% |
| Participation rate | 95.3% | 76.9%+18.4pp | 81.5%+13.8pp | 67.7%+27.7pp |
| Annual return | 35.65% | 37.24%-1.6pp | 49.41%-13.8pp | 35.65%0pp |
| Employer contribution / active EE | $3,334 | $2,801+19.0% | $3,942-15.4% | $2,756+21.0% |
| Participant deferral / active EE | $7,005 | $6,818+2.7% | $8,087-13.4% | $4,299+63.0% |
| Admin fee / account holder | $126 | $5,887-97.9% | $7,899-98.4% | $6,940-98.2% |