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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,379 | $76,834-47.4% | $108,359-62.7% | $87,485-53.8% |
| Participation rate | 90.9% | 61.7%+29.2pp | 70.1%+20.8pp | 68.9%+22.0pp |
| Annual return | 22.43% | 19.09%+3.3pp | 36.89%-14.5pp | 26.06%-3.6pp |
| Employer contribution / active EE | $3,733 | $1,556+139.9% | $2,399+55.6% | $2,596+43.8% |
| Participant deferral / active EE | $8,198 | $3,100+164.4% | $4,137+98.2% | $4,274+91.8% |
| Admin fee / account holder | $143 | $6,537-97.8% | $9,741-98.5% | $7,775-98.2% |