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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,051 | $201,264-80.6% | $184,185-78.8% | $145,978-73.2% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 28.80% | 29.00%-0.2pp | 28.81%0pp | 550.52%-521.7pp |
| Employer contribution / active EE | $5,801 | $7,021-17.4% | $6,426-9.7% | $4,662+24.4% |
| Participant deferral / active EE | $9,491 | $9,806-3.2% | $9,132+3.9% | $6,690+41.9% |
| Admin fee / account holder | $166 | $16,376-99.0% | $13,909-98.8% | $13,400-98.8% |