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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,653 | $58,851-19.0% | $115,170-58.6% | $72,975-34.7% |
| Participation rate | 92.3% | 65.5%+26.8pp | 75.9%+16.4pp | 69.5%+22.8pp |
| Annual return | 43.49% | 23.16%+20.3pp | 35.60%+7.9pp | 81.01%-37.5pp |
| Employer contribution / active EE | $10,704 | $1,798+495.3% | $3,179+236.7% | $2,440+338.7% |
| Participant deferral / active EE | $8,002 | $2,643+202.8% | $4,169+92.0% | $3,608+121.8% |
| Admin fee / account holder | $257 | $6,370-96.0% | $7,089-96.4% | $5,124-95.0% |