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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,166 | $98,766-52.2% | $149,730-68.5% | $79,852-40.9% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 26.65% | 27.43%-0.8pp | 276.70%-250.1pp | 31.72%-5.1pp |
| Employer contribution / active EE | $3,998 | $3,217+24.3% | $4,645-13.9% | $2,471+61.8% |
| Participant deferral / active EE | $9,428 | $5,681+66.0% | $6,843+37.8% | $3,740+152.0% |
| Admin fee / account holder | $214 | $6,052-96.5% | $9,310-97.7% | $5,306-96.0% |