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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,778 | $77,492-59.0% | $100,398-68.3% | $80,911-60.7% |
| Participation rate | 95.3% | 76.9%+18.4pp | 81.5%+13.8pp | 67.6%+27.7pp |
| Annual return | 35.65% | 37.23%-1.6pp | 49.32%-13.7pp | 35.63%0pp |
| Employer contribution / active EE | $3,334 | $2,800+19.1% | $3,946-15.5% | $2,756+21.0% |
| Participant deferral / active EE | $7,005 | $6,817+2.8% | $8,084-13.3% | $4,297+63.0% |
| Admin fee / account holder | $126 | $5,892-97.9% | $7,893-98.4% | $6,935-98.2% |