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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,206 | $56,894-34.6% | $84,753-56.1% | $62,881-40.8% |
| Participation rate | 97.9% | 68.5%+29.4pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | 5.86% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $5,581 | $2,400+132.6% | $3,574+56.1% | $2,281+144.7% |
| Participant deferral / active EE | $3,848 | $2,709+42.1% | $3,712+3.7% | $3,203+20.2% |
| Admin fee / account holder | $275 | $3,581-92.3% | $5,333-94.8% | $4,296-93.6% |