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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,108 | $90,486-81.1% | $78,676-78.3% | $273,972-93.8% |
| Participation rate | 81.3% | 76.5%+4.7pp | 73.6%+7.7pp | 83.0%-1.8pp |
| Annual return | 11.49% | 75.62%-64.1pp | 62.19%-50.7pp | 41.46%-30.0pp |
| Employer contribution / active EE | $3,490 | $3,175+9.9% | $2,850+22.5% | $4,869-28.3% |
| Participant deferral / active EE | $6,960 | $3,901+78.4% | $3,517+97.9% | $5,287+31.6% |
| Admin fee / account holder | $24 | $5,263-99.5% | $4,510-99.5% | $10,133-99.8% |