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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,797 | $67,602-60.4% | $82,312-67.4% | $70,126-61.8% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+18.9pp |
| Annual return | 22.09% | 21.57%+0.5pp | 25.88%-3.8pp | 73.15%-51.1pp |
| Employer contribution / active EE | $3,511 | $1,755+100.1% | $2,428+44.6% | $2,343+49.9% |
| Participant deferral / active EE | $6,930 | $2,987+132.0% | $3,706+87.0% | $3,332+108.0% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |