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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,349 | $109,359-64.0% | $162,185-75.7% | $72,976-46.1% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.6%-0.1pp | 69.5%+18.0pp |
| Annual return | 23.53% | 25.46%-1.9pp | 115.61%-92.1pp | 81.02%-57.5pp |
| Employer contribution / active EE | $4,297 | $3,907+10.0% | $5,613-23.5% | $2,440+76.1% |
| Participant deferral / active EE | $6,456 | $5,481+17.8% | $7,297-11.5% | $3,608+78.9% |
| Admin fee / account holder | $3 | $7,972-100.0% | $10,844-100.0% | $5,124-99.9% |