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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,961 | $174,018-76.5% | $136,833-70.1% | $198,609-79.4% |
| Participation rate | 85.7% | 65.1%+20.6pp | 59.0%+26.7pp | 82.4%+3.3pp |
| Annual return | 13.78% | 35.16%-21.4pp | 35.32%-21.5pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,651 | $1,571+5.1% | $1,319+25.2% | $5,055-67.3% |
| Participant deferral / active EE | $4,463 | $2,873+55.3% | $2,441+82.9% | $6,977-36.0% |
| Admin fee / account holder | $226 | $5,434-95.8% | $4,706-95.2% | $19,030-98.8% |