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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,181 | $99,345-80.7% | $84,753-77.4% | $273,972-93.0% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 40.12% | 22.93%+17.2pp | 22.78%+17.3pp | 41.46%-1.3pp |
| Employer contribution / active EE | $1,714 | $4,214-59.3% | $3,574-52.1% | $4,869-64.8% |
| Participant deferral / active EE | $4,694 | $4,270+9.9% | $3,712+26.4% | $5,287-11.2% |
| Admin fee / account holder | $37 | $6,645-99.4% | $5,333-99.3% | $10,133-99.6% |