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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,092 | $99,380-41.5% | $90,312-35.7% | $155,188-62.6% |
| Participation rate | 88.2% | 77.3%+10.9pp | 72.9%+15.3pp | 80.8%+7.4pp |
| Annual return | 25.89% | 19.35%+6.5pp | 18.90%+7.0pp | 148.84%-122.9pp |
| Employer contribution / active EE | $3,439 | $2,390+43.9% | $2,243+53.3% | $4,248-19.0% |
| Participant deferral / active EE | $7,487 | $4,212+77.8% | $3,749+99.7% | $6,531+14.6% |
| Admin fee / account holder | $3 | $9,766-100.0% | $8,248-100.0% | $14,480-100.0% |