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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,156 | $111,814-68.6% | $103,378-66.0% | $145,978-75.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 29.41% | 24.80%+4.6pp | 24.91%+4.5pp | 550.52%-521.1pp |
| Employer contribution / active EE | $2,014 | $4,215-52.2% | $3,870-48.0% | $4,662-56.8% |
| Participant deferral / active EE | $9,338 | $5,618+66.2% | $5,058+84.6% | $6,690+39.6% |
| Admin fee / account holder | $81 | $9,764-99.2% | $8,401-99.0% | $13,400-99.4% |