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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,197 | $99,345-78.7% | $84,753-75.0% | $273,972-92.3% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 39.64% | 22.93%+16.7pp | 22.78%+16.9pp | 41.46%-1.8pp |
| Employer contribution / active EE | $1,121 | $4,214-73.4% | $3,574-68.6% | $4,869-77.0% |
| Participant deferral / active EE | $5,264 | $4,270+23.3% | $3,712+41.8% | $5,287-0.4% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |