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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,757 | $136,860-71.0% | $120,344-67.0% | $154,746-74.3% |
| Participation rate | 91.7% | 79.9%+11.8pp | 76.7%+15.0pp | 80.7%+11.0pp |
| Annual return | 22.41% | 21.38%+1.0pp | 20.30%+2.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $2,630 | $3,533-25.6% | $3,020-12.9% | $4,379-39.9% |
| Participant deferral / active EE | $6,513 | $5,793+12.4% | $5,135+26.8% | $6,730-3.2% |
| Admin fee / account holder | $60 | $15,393-99.6% | $12,742-99.5% | $14,365-99.6% |