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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,272 | $49,249-50.7% | $70,476-65.6% | $79,852-69.6% |
| Participation rate | 97.7% | 69.2%+28.5pp | 75.1%+22.6pp | 69.6%+28.0pp |
| Annual return | 28.85% | 30.09%-1.2pp | 109.12%-80.3pp | 31.72%-2.9pp |
| Employer contribution / active EE | $5,480 | $2,100+160.9% | $2,738+100.2% | $2,471+121.8% |
| Participant deferral / active EE | $2,895 | $2,769+4.6% | $3,710-22.0% | $3,740-22.6% |
| Admin fee / account holder | $274 | $2,878-90.5% | $3,847-92.9% | $5,306-94.8% |