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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,205 | $91,198-62.5% | $178,503-80.8% | $79,856-57.2% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 27.39% | 24.20%+3.2pp | 151.12%-123.7pp | 31.71%-4.3pp |
| Employer contribution / active EE | $6,593 | $3,257+102.5% | $5,011+31.6% | $2,471+166.8% |
| Participant deferral / active EE | $7,320 | $3,237+126.2% | $5,202+40.7% | $3,741+95.7% |
| Admin fee / account holder | $108 | $6,748-98.4% | $13,987-99.2% | $5,306-98.0% |