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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,250 | $47,848-43.0% | $81,473-66.6% | $70,124-61.1% |
| Participation rate | 93.3% | 58.3%+35.1pp | 68.0%+25.4pp | 69.5%+23.8pp |
| Annual return | 32.79% | 27.25%+5.5pp | 38.78%-6.0pp | 73.14%-40.4pp |
| Employer contribution / active EE | $4,799 | $1,527+214.3% | $2,568+86.9% | $2,342+104.9% |
| Participant deferral / active EE | $8,646 | $2,453+252.5% | $3,537+144.5% | $3,332+159.5% |
| Admin fee / account holder | $7 | $3,145-99.8% | $4,561-99.8% | $4,645-99.8% |