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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,910 | $93,064-70.0% | $74,577-62.6% | $273,972-89.8% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 29.13% | 26.18%+2.9pp | 20.47%+8.7pp | 41.46%-12.3pp |
| Employer contribution / active EE | $10,203 | $3,160+222.9% | $2,525+304.0% | $4,869+109.6% |
| Participant deferral / active EE | $6,405 | $4,160+53.9% | $3,458+85.2% | $5,287+21.1% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |