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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,682 | $110,212-70.3% | $96,534-66.1% | $139,466-76.6% |
| Participation rate | 88.2% | 78.1%+10.1pp | 76.0%+12.3pp | 80.3%+7.9pp |
| Annual return | 18.76% | 26.42%-7.7pp | 25.88%-7.1pp | 373.66%-354.9pp |
| Employer contribution / active EE | $4,712 | $3,620+30.2% | $2,965+58.9% | $4,754-0.9% |
| Participant deferral / active EE | $3,117 | $5,547-43.8% | $4,851-35.8% | $6,712-53.6% |
| Admin fee / account holder | $289 | $11,599-97.5% | $8,253-96.5% | $11,409-97.5% |