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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,443 | $59,804-42.4% | $81,982-58.0% | $79,856-56.9% |
| Participation rate | 75.9% | 61.6%+14.2pp | 69.3%+6.6pp | 69.6%+6.2pp |
| Annual return | 22.12% | 17.56%+4.6pp | 41.31%-19.2pp | 31.71%-9.6pp |
| Employer contribution / active EE | $2,466 | $1,713+43.9% | $2,498-1.3% | $2,471-0.2% |
| Participant deferral / active EE | $5,195 | $2,695+92.8% | $3,722+39.6% | $3,741+38.9% |
| Admin fee / account holder | $19 | $4,288-99.5% | $5,665-99.7% | $5,306-99.6% |