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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,286 | $48,364-60.1% | $71,796-73.1% | $62,891-69.3% |
| Participation rate | 71.4% | 60.6%+10.8pp | 69.1%+2.3pp | 69.3%+2.1pp |
| Annual return | 22.32% | 13.16%+9.2pp | 78.04%-55.7pp | 20.14%+2.2pp |
| Employer contribution / active EE | $1,595 | $1,042+53.1% | $1,924-17.1% | $2,281-30.1% |
| Participant deferral / active EE | $3,277 | $2,091+56.7% | $2,794+17.3% | $3,203+2.3% |
| Admin fee / account holder | $7 | $3,771-99.8% | $4,815-99.9% | $4,296-99.8% |