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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,546 | $51,642-35.0% | $129,384-74.1% | $80,935-58.6% |
| Participation rate | 84.9% | 56.9%+28.0pp | 69.6%+15.3pp | 67.7%+17.2pp |
| Annual return | 23.50% | 20.78%+2.7pp | 9461.77%-9438.3pp | 35.66%-12.2pp |
| Employer contribution / active EE | $2,127 | $1,583+34.3% | $4,153-48.8% | $2,757-22.9% |
| Participant deferral / active EE | $5,362 | $2,670+100.9% | $4,166+28.7% | $4,299+24.7% |
| Admin fee / account holder | $91 | $4,312-97.9% | $7,686-98.8% | $6,924-98.7% |