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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,854 | $86,938-47.3% | $102,423-55.2% | $80,925-43.3% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.7%+28.5pp |
| Annual return | 48.91% | 18.89%+30.0pp | 29.42%+19.5pp | 35.65%+13.3pp |
| Employer contribution / active EE | $962 | $2,369-59.4% | $3,023-68.2% | $2,756-65.1% |
| Participant deferral / active EE | $5,993 | $4,120+45.4% | $5,054+18.6% | $4,299+39.4% |
| Admin fee / account holder | $127 | $8,053-98.4% | $9,455-98.7% | $6,940-98.2% |