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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,708 | $76,551-62.5% | $123,894-76.8% | $62,881-54.3% |
| Participation rate | 91.4% | 73.0%+18.4pp | 81.4%+10.0pp | 69.3%+22.1pp |
| Annual return | 20.65% | 18.68%+2.0pp | 47.52%-26.9pp | 20.14%+0.5pp |
| Employer contribution / active EE | $4,266 | $2,882+48.0% | $4,617-7.6% | $2,281+87.0% |
| Participant deferral / active EE | $5,166 | $4,840+6.7% | $5,984-13.7% | $3,203+61.3% |
| Admin fee / account holder | $66 | $4,826-98.6% | $8,357-99.2% | $4,296-98.5% |