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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,109 | $77,816-57.5% | $123,552-73.2% | $64,173-48.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | 13.11% | 12.49%+0.6pp | 119.20%-106.1pp | 7.63%+5.5pp |
| Employer contribution / active EE | $10,261 | $3,014+240.4% | $4,628+121.7% | $2,381+331.0% |
| Participant deferral / active EE | $2,254 | $5,240-57.0% | $6,426-64.9% | $3,470-35.0% |
| Admin fee / account holder | $19 | $5,519-99.6% | $9,285-99.8% | $4,887-99.6% |