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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,755 | $70,486-59.2% | $100,528-71.4% | $79,852-64.0% |
| Participation rate | 81.6% | 73.6%+7.9pp | 79.4%+2.2pp | 69.6%+11.9pp |
| Annual return | 32.26% | 21.90%+10.4pp | 30.90%+1.4pp | 31.72%+0.5pp |
| Employer contribution / active EE | $3,275 | $2,165+51.3% | $3,419-4.2% | $2,471+32.5% |
| Participant deferral / active EE | $7,976 | $5,182+53.9% | $6,271+27.2% | $3,740+113.2% |
| Admin fee / account holder | $16 | $4,480-99.6% | $8,084-99.8% | $5,306-99.7% |