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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,850 | $52,678-39.5% | $75,784-58.0% | $59,633-46.6% |
| Participation rate | 73.8% | 67.2%+6.6pp | 75.8%-2.0pp | 68.7%+5.1pp |
| Annual return | 8.61% | 2.95%+5.7pp | 9.68%-1.1pp | 2041.40%-2032.8pp |
| Employer contribution / active EE | $7,641 | $2,193+248.4% | $3,323+129.9% | $2,203+246.9% |
| Participant deferral / active EE | $4,642 | $2,591+79.2% | $3,652+27.1% | $3,192+45.4% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |