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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,751 | $78,197-49.2% | $98,090-59.5% | $82,637-51.9% |
| Participation rate | 96.4% | 77.5%+18.9pp | 81.5%+14.8pp | 68.1%+28.3pp |
| Annual return | 21.94% | 40.25%-18.3pp | 37.05%-15.1pp | 53.51%-31.6pp |
| Employer contribution / active EE | $3,393 | $2,605+30.3% | $3,606-5.9% | $2,552+33.0% |
| Participant deferral / active EE | $7,585 | $6,636+14.3% | $7,845-3.3% | $4,126+83.8% |
| Admin fee / account holder | $77 | $14,832-99.5% | $11,815-99.3% | $7,339-98.9% |