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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,273 | $59,804-47.7% | $81,982-61.9% | $79,856-60.8% |
| Participation rate | 97.5% | 61.6%+35.9pp | 69.3%+28.2pp | 69.6%+27.9pp |
| Annual return | 23.24% | 17.56%+5.7pp | 41.31%-18.1pp | 31.71%-8.5pp |
| Employer contribution / active EE | $5,241 | $1,713+205.9% | $2,498+109.8% | $2,471+112.1% |
| Participant deferral / active EE | $3,687 | $2,695+36.8% | $3,722-1.0% | $3,741-1.4% |
| Admin fee / account holder | $21 | $4,288-99.5% | $5,665-99.6% | $5,306-99.6% |