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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,713 | $94,439-62.2% | $73,658-51.5% | $154,746-76.9% |
| Participation rate | 75.0% | 64.7%+10.3pp | 57.0%+18.0pp | 80.7%-5.7pp |
| Annual return | 15.48% | 28.25%-12.8pp | 29.72%-14.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $9,552 | $1,257+659.7% | $1,032+825.3% | $4,379+118.1% |
| Participant deferral / active EE | $332 | $2,527-86.9% | $2,062-83.9% | $6,730-95.1% |
| Admin fee / account holder | $291 | $3,843-92.4% | $3,357-91.3% | $14,365-98.0% |