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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,286 | $110,212-64.4% | $96,534-59.3% | $139,466-71.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 22.52% | 26.42%-3.9pp | 25.88%-3.4pp | 373.66%-351.1pp |
| Employer contribution / active EE | $3,121 | $3,620-13.8% | $2,965+5.2% | $4,754-34.4% |
| Participant deferral / active EE | $4,770 | $5,547-14.0% | $4,851-1.7% | $6,712-28.9% |
| Admin fee / account holder | $24 | $11,599-99.8% | $8,253-99.7% | $11,409-99.8% |