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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,252 | $96,731-62.5% | $123,973-70.8% | $86,983-58.3% |
| Participation rate | 88.5% | 70.0%+18.4pp | 76.7%+11.8pp | 69.5%+18.9pp |
| Annual return | 18.25% | 17.33%+0.9pp | 388.13%-369.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $3,517 | $3,297+6.7% | $4,126-14.8% | $2,584+36.1% |
| Participant deferral / active EE | $5,276 | $4,152+27.1% | $5,247+0.6% | $4,194+25.8% |
| Admin fee / account holder | $27 | $8,722-99.7% | $11,799-99.8% | $7,856-99.7% |