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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,026 | $81,276-54.4% | $155,574-76.2% | $80,925-54.2% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.7%+29.2pp |
| Annual return | 14.55% | 33.36%-18.8pp | 64.87%-50.3pp | 35.65%-21.1pp |
| Employer contribution / active EE | $5,334 | $3,103+71.9% | $4,676+14.1% | $2,756+93.5% |
| Participant deferral / active EE | $3,539 | $3,453+2.5% | $5,629-37.1% | $4,299-17.7% |
| Admin fee / account holder | $39 | $7,993-99.5% | $15,914-99.8% | $6,940-99.4% |