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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,966 | $107,809-62.9% | $97,032-58.8% | $155,188-74.2% |
| Participation rate | 91.7% | 75.5%+16.2pp | 71.6%+20.1pp | 80.8%+10.9pp |
| Annual return | 20.43% | 38.06%-17.6pp | 35.38%-14.9pp | 148.84%-128.4pp |
| Employer contribution / active EE | $2,334 | $2,911-19.8% | $2,629-11.2% | $4,248-45.0% |
| Participant deferral / active EE | $8,639 | $5,129+68.4% | $4,672+84.9% | $6,531+32.3% |
| Admin fee / account holder | $49 | $10,717-99.5% | $9,418-99.5% | $14,480-99.7% |