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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,798 | $103,949-65.6% | $69,182-48.3% | $273,972-86.9% |
| Participation rate | 95.7% | 67.4%+28.3pp | 55.1%+40.5pp | 83.0%+12.6pp |
| Annual return | 9.68% | 35.28%-25.6pp | -21.93%+31.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $2,659 | $1,783+49.2% | $1,206+120.5% | $4,869-45.4% |
| Participant deferral / active EE | $2,076 | $2,716-23.6% | $1,897+9.4% | $5,287-60.7% |
| Admin fee / account holder | $4 | $3,671-99.9% | $2,697-99.9% | $10,133-100.0% |