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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,160 | $110,212-63.6% | $96,534-58.4% | $139,466-71.2% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 27.90% | 26.42%+1.5pp | 25.88%+2.0pp | 373.66%-345.8pp |
| Employer contribution / active EE | $4,992 | $3,620+37.9% | $2,965+68.3% | $4,754+5.0% |
| Participant deferral / active EE | $12,348 | $5,547+122.6% | $4,851+154.5% | $6,712+84.0% |
| Admin fee / account holder | $244 | $11,599-97.9% | $8,253-97.0% | $11,409-97.9% |