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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,413 | $88,707-71.4% | $74,184-65.7% | $273,972-90.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 23.56% | 11.94%+11.6pp | 17.74%+5.8pp | 41.46%-17.9pp |
| Employer contribution / active EE | $3,954 | $3,159+25.2% | $2,370+66.8% | $4,869-18.8% |
| Participant deferral / active EE | $6,547 | $4,212+55.5% | $3,550+84.4% | $5,287+23.8% |
| Admin fee / account holder | $4 | $8,717-100.0% | $5,586-99.9% | $10,133-100.0% |