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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,808 | $149,679-76.1% | $117,039-69.4% | $147,586-75.7% |
| Participation rate | 87.5% | 83.5%+4.0pp | 77.2%+10.3pp | 82.8%+4.7pp |
| Annual return | 18.28% | 19.31%-1.0pp | 18.95%-0.7pp | 578.59%-560.3pp |
| Employer contribution / active EE | $902 | $4,937-81.7% | $3,785-76.2% | $4,876-81.5% |
| Participant deferral / active EE | $4,205 | $4,912-14.4% | $3,929+7.0% | $5,439-22.7% |
| Admin fee / account holder | $21 | $7,856-99.7% | $5,974-99.6% | $10,886-99.8% |